Offshore Trusts ManCo List Funds by Name Funds by Category Word Search FAQ

Iza Global Balanced Fund GBP Class A PIM Capital Management Iza Global Balanced Fund GBP Class A Price   Ranking Sector: Global-Asset Allocation-Flexible Size: -   Sector Rank: 89 out of 93 (lump sum over 3 years to 30 Nov 2024)   Overall Rank: 425 out of 485 (lump sum over 3 years to 30 Nov 2024)   R20000 invested on 30 Nov 2021 was worth R19 932 at 30 Nov 2024 ((0.11)% annual compound return)   R5000 per month since 30 Nov 2021 was worth R210 440 at 30 Nov 2024 (9.94% 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.   Focus and Objective The fund will achieve its objectives by investing in multiple asset classes, geographics and currencies, both directly via listed instruments or indirectly through participatory interest in collective investment schemes. To reduce volatility of returns, the fund will have exposure to various investment styles, including, but not limited to value, quality and growth investing.   Technical Overview Benchmark: GIFS GBP Flexible Allocation Administration Fee Maximum 0-20% per annuma Formation date: 25 Apr 2018 Base currency: GBP Minimum lump sum: £4 000 Domicile Mauritius Minimum monthly: £750

Site Last Updated: 23 December 2024 © 1999-2006 Profile Media . All rights reserved. JSE and the JSE logo are trade marks of the JSE. Legal Notices | PAIA Manual