Profile's ShareData Online
Offshore Trusts
ManCo List
Funds by Name
Funds by Category
Word Search
FAQ
iMGP Balanced Strategy Portfolio USD
iMGP Balanced Strategy Portfolio USD
iMGP SICAV
iMGP Balanced Strategy Portfolio USD
Price
 
Ranking
Sector: Global-Asset Allocation-Prudential
Size: -
 
Sector Rank: 12 out of 39
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 260 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R23 752 at 30 Nov 2024
(5.90% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R206 443 at 30 Nov 2024
(8.74% 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 Sub-fund aims to provide long-term capital growth by investing in a wide range of asset classes and by offering a balanced exposure to equity and fixed income markets. The Sub-fund may invest, mainly through funds and worldwide, in equities, fixed-income instruments (such as bonds, notes and convertibles, including, on an ancillary basis, high yield, subordinated and inflation-linked bonds), as well as, to a lesser extent, in instruments offering exposure to commodities.
 
Technical Overview
Benchmark: The Fund is actively managed not in reference to a benchmark.
Base currency: USD Domicile Luxembourg
 

Site Last Updated: 24 December 2024
© 1999-2006
Profile Media . All rights reserved.
JSE and the JSE logo are trade marks of the JSE.
Legal Notices | PAIA Manual