Iza Global Equity Fund (GBP)

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Iza Global Equity Fund (GBP) - A

Iza Global Equity Fund (GBP) - A

	PIM Capital Management
		Iza Global Equity Fund (GBP) - A

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	142 out of 145
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	448 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R18 998 at 30 Nov 2024
((1.70)% annual compound return)

R5000 per month since 30 Nov 2021 was worth R214 892 at 30 Nov 2024
(11.24% 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 portfolio aims to achieve returns in excess of UK CPI + 7% p.a. over rolling six year periods. Over any three year rolling period the portfolio should always deliver a positive return. Portfolio returns will be generated through interest income, dividend income and capital growth. The portfolio benchmark is the MSCI ACWI .The portfolio is a multi-manager portfolio ideally comprising at least two underlying funds and not more than six. Fund selection will be biased towards high Sortino ratios, low downside standard deviation and to managers and funds that have successfully navigated sustained negative market conditions. Where possible underlying funds will be given as many of the asset allocation decisions as possible. Underlying investments will be held in multiple first world currencies, however, all performance and risk statistics will be in GBP.

Technical Overview
Benchmark:	MSCI World GBP
Base currency:	GBP	Formation date:	02 Oct 2020
Domicile	Mauritius	Pricing system:	Forward