Guernsey Global Cautious Fund PC B

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Guernsey Global Cautious Fund PC B

Guernsey Global Cautious Fund PC B

	SA Alpha PCC Ltd.
		Guernsey Global Cautious Fund PC B

Price

Ranking

Sector:	Global-Asset Allocation-Flexible
Size:	-

Sector Rank:	85 out of 93
(lump sum over 3 years to 30 Nov 2024)

Overall Rank:	369 out of 485
(lump sum over 3 years to 30 Nov 2024)

R20000 invested on 30 Nov 2021 was worth R21 806 at 30 Nov 2024
(2.92% annual compound return)

R5000 per month since 30 Nov 2021 was worth R198 007 at 30 Nov 2024
(6.11% 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 Fund will invest in underlying UCITS and other UCI funds. These funds will have exposure to listed global equities and property securities, non-equity securities, interest bearing instruments, and cash instruments

Technical Overview
Benchmark:	35% MSCI All Country World Index (MSCI ACWI) &65% Barclays Global Aggregate Bond Index
Base currency:	USD	Formation date:	22 May 2019
Domicile	Guernsey	Management fee (p.a.):	0.40%