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

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: 90 out of 98 (lump sum over 2 years to 30 Apr 2025)   Overall Rank: 442 out of 509 (lump sum over 2 years to 30 Apr 2025)   R20000 invested on 30 Apr 2023 was worth R21 405 at 30 Apr 2025 (3.45% annual compound return)   R5000 per month since 30 Apr 2023 was worth R125 293 at 30 Apr 2025 (4.12% 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

Site Last Updated: 16 May 2025 © 1999-2006 Profile Media . All rights reserved. JSE and the JSE logo are trade marks of the JSE. Legal Notices | PAIA Manual