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GTC Global Balanced Low Equity Fund (USD) - A PIM Capital Management GTC Global Balanced Low Equity Fund (USD) - A Price   Ranking Sector: Global-Asset Allocation-Flexible Size: -   Sector Rank: 97 out of 99 (lump sum over 2 years to 31 May 2025)   Overall Rank: 453 out of 512 (lump sum over 2 years to 31 May 2025)   R20000 invested on 31 May 2023 was worth R19 951 at 31 May 2025 ((0.12)% annual compound return)   R5000 per month since 31 May 2023 was worth R123 222 at 31 May 2025 (2.54% 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 low equity fund comprises of diversified asset classes and investment strategies with a capital preservation focus.The fund aims to outperform a composite benchmark over a rolling 3 year period.   Technical Overview Benchmark: 28% MSCI World Index[$], 43% FTSE World Government Bond Index[$], 25% Libor 3months[$] and 5% MSCI EM Index [$] Base currency: USD Pricing system: Forward Formation date: 01 Apr 2021

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