GTC Global Balanced Low Equity Fund (USD)

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GTC Global Balanced Low Equity Fund (USD) - A

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:	94 out of 100
(lump sum over 2 years to 30 Nov 2024)

Overall Rank:	450 out of 504
(lump sum over 2 years to 30 Nov 2024)

R20000 invested on 30 Nov 2022 was worth R22 446 at 30 Nov 2024
(5.94% annual compound return)

R5000 per month since 30 Nov 2022 was worth R123 943 at 30 Nov 2024
(3.09% 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