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:	83 out of 95
(lump sum over 3 years to 31 Aug 2025)

Overall Rank:	375 out of 491
(lump sum over 3 years to 31 Aug 2025)

R20000 invested on 31 Aug 2022 was worth R24 924 at 31 Aug 2025
(7.61% annual compound return)

R5000 per month since 31 Aug 2022 was worth R199 974 at 31 Aug 2025
(6.74% 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%