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GTC Global Balanced High Equity Fund (USD) - A PIM Capital Management GTC Global Balanced High Equity Fund (USD) - A Price   Ranking Sector: Global-Equity-General Size: -   Sector Rank: 125 out of 145 (lump sum over 3 years to 30 Nov 2024)   Overall Rank: 285 out of 485 (lump sum over 3 years to 30 Nov 2024)   R20000 invested on 30 Nov 2021 was worth R23 374 at 30 Nov 2024 (5.33% annual compound return)   R5000 per month since 30 Nov 2021 was worth R208 748 at 30 Nov 2024 (9.43% 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 USD denominated international balanced high equity fund comprises of diversified asset classes and investment strategies with a capital growth focus.The fund aims to outperform a composite benchmark over a rolling 5 year period.   Technical Overview Benchmark: 60% MSCI World Index[$], 12.5% FTSE World Government Bond Index [$], 15% Libor 3months[$] and 12.5% MSCI EM Index [$] Base currency: USD Pricing system: Forward Formation date: 01 May 2017

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