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Sterling Wealth Global Flexible Fund (USD) - A
Sterling Wealth Global Flexible Fund (USD) - A
Sanlam Universal Funds Plc
Sterling Wealth Global Flexible Fund (USD) - A
Price
 
Ranking
Sector: Global-Asset Allocation-Flexible
Size: -
 
Sector Rank: 67 out of 106
(lump sum over 1 years to 30 Nov 2024)
 
Overall Rank: 301 out of 531
(lump sum over 1 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2023 was worth R21 701 at 30 Nov 2024
(8.50% annual compound return)
 
R5000 per month since 30 Nov 2023 was worth R62 301 at 30 Nov 2024
(6.93% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Technical Overview
Benchmark: Morningstar EAA USD Flexible Allocation
Base currency: USD Pricing system: Forward
Domicile Ireland Risk rating: Medium-High
Formation date: 01 Jun 2023 Top-up investment: 0
Management fee (p.a.): 0.20%
 

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