iMGP Balanced Strategy Portfolio USD

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:	19 out of 41
(lump sum over 3 years to 30 Jun 2025)

Overall Rank:	351 out of 494
(lump sum over 3 years to 30 Jun 2025)

R20000 invested on 30 Jun 2022 was worth R26 773 at 30 Jun 2025
(10.21% annual compound return)

R5000 per month since 30 Jun 2022 was worth R201 372 at 30 Jun 2025
(7.17% 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