iMGP Balanced Strategy Portfolio USD

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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:	18 out of 40
(lump sum over 3 years to 31 May 2025)

Overall Rank:	314 out of 490
(lump sum over 3 years to 31 May 2025)

R20000 invested on 31 May 2022 was worth R26 353 at 31 May 2025
(9.63% annual compound return)

R5000 per month since 31 May 2022 was worth R200 154 at 31 May 2025
(6.79% 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