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

Sierra Global Fund (GBP) - P1 PIM Capital Management Sierra Global Fund (GBP) - P1 Price   Ranking Sector: Global-Asset Allocation-Flexible Size: -   Sector Rank: 64 out of 115 (lump sum over 0.5 years to 30 Nov 2024)   Overall Rank: 257 out of 556 (lump sum over 0.5 years to 30 Nov 2024)   R20000 invested on 30 May 2024 was worth R20 380 at 30 Nov 2024 (1.90% absolute return)   R5000 per month since 30 May 2024 was worth R31 135 at 30 Nov 2024 (6.37% 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 To achieve the investment objec?ve, the fund invests in a diversified por?olio consis?ng of listed equi?es, bonds, proper?es, and cash across geographical regions and market sectors. The fund u?lises a core satellite approach to establish an op?mal risk­controlled solu?on consistent with the strategic asset alloca?on which targets real returns over the medium to long term. When opportuni?es present themselves, tac?cal manager and asset alloca?on changes will be made in order achieve long­term outperformance. Whilst por?olio risk is a cri?cal considera?on in the por?olio construc?on process, investors should be comfortable with short term vola?lity in order to achieve long­term objec?ves.   Technical Overview Benchmark: ASISA Glb MA Flex Ave Base currency: GBP Formation date: 12 Jun 2023 Domicile Mauritius Pricing system: Forward

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