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iMGP Growth Strategy Portfolio USD
iMGP Growth Strategy Portfolio USD
iMGP SICAV
iMGP Growth Strategy Portfolio USD
Price
 
Ranking
Sector: Global-Asset Allocation-Flexible
Size: -
 
Sector Rank: 58 out of 93
(lump sum over 3 years to 30 Nov 2024)
 
Overall Rank: 271 out of 485
(lump sum over 3 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2021 was worth R23 538 at 30 Nov 2024
(5.58% annual compound return)
 
R5000 per month since 30 Nov 2021 was worth R206 704 at 30 Nov 2024
(8.82% 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 significant exposure to equity 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 Pricing system: Forward
Formation date: 31 Jan 2019
 

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