AS Forum BCI Aggressive Fund of Funds
MANAGEMENT Fund Manager's Comment
Tavonga Chivizhe, B.Bus.Science(Hons)-Actuarial
Tavonga Chivizhe has an Honours degree in Actuarial Science from the University of Cape Town. He has 8 years experience in financial markets. Tavonga is currently the Chief Investment Officer at Boutique Investment Partners and co-portfolio manager for Rebalance Fund Managers. Tavonga is responsible for investment strategy and direction.
Investment Committee of A S Sure Investment Services
FUND OBJECTIVES AND FOCUS

The portfolio is an aggressive managed fund of funds. The investment objective is to provide the investor with a high level of capital growth over the long term. The portfolio is suitable for the investor looking for aggressive capital accumulation. The maximum equity exposure within the portfolio will be limited to 75%. Investments will be made across a spread of asset classes and (apart from assets in liquid form) invest in equity securities, property securities and non-equity securities. The fund may make use of both domestic and global managers. The asset allocation is compliant with Regulation 28 of the Pension Funds Act.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Multi Asset-High Equity
SizeR423,011,316
Sector Rank: 75 out of 95
(lump sum over 3 years to 31 July 2017)
Overall Rank: 643 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1114 at 31 July 2017
( 3.68% annual compound return)
R100 per month since 31 July 2014 was worth R 3773 at 31 July 2017
( 3.03% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 NOV 2006 Holdings:9
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
U-MIPENIN (Income)1,339,24313,512,558 3.19 %
USA C (For Currency)056,414 0.01 %
U-FAIRTRE (General Equity)15,651,15535,626,725 8.42 %
CASH (Cash on call)0443,052 0.10 %
U-PSPP (Flexible)6,902,74937,221,691 8.80 %
U-ANCHREQ (General Equity)32,230,21734,202,707 8.09 %
U-PRUPROP (Property)15,385,18939,803,024 9.41 %
U-BCIBSTE (General)57,465,53069,360,895 16.40 %
TOTAL R230,227,06654.42%

Send e-mail to
© 2018 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.