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Guernsey Global Thematic Equity Fund PC A
Guernsey Global Thematic Equity Fund PC A
SA Alpha PCC Ltd.
Guernsey Global Thematic Equity Fund PC A
Price
 
Ranking
Sector: Global-Asset Allocation-Flexible
Size: -
 
Sector Rank: 47 out of 100
(lump sum over 2 years to 30 Nov 2024)
 
Overall Rank: 240 out of 504
(lump sum over 2 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2022 was worth R25 805 at 30 Nov 2024
(13.59% annual compound return)
 
R5000 per month since 30 Nov 2022 was worth R134 979 at 30 Nov 2024
(11.15% 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 listed equities, REITS, 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: Morningstar EAA Fund Aggressive Allocation
Base currency: USD Formation date: 31 Jan 2022
Domicile Guernsey Management fee (p.a.): 0.65%
 

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