Autus BCI Income Plus Fund
MANAGEMENT Fund Manager's Comment
Christo Malan, BCom (Hons) (Econ); MCom (Bus Man)
Christo has more than 29 years experience in the financial industry including positions at the Reserve Bank, The Development Bank of Southern Africa, The University of Stellenbosch and Sanlam Asset Management. Christo serves on the board of 4i Group and 4i Asset Management.
Autus Fund Managers
FUND OBJECTIVES AND FOCUS

Investments to be included in the portfolio may, apart from assets in liquid form, consist of nonequity securities, equity securities, interest bearing securities (including, but not limited to, bonds, cash deposits and money market instruments), preference shares and property securities. The manager may invest in unlisted investments, as well as any other income enhancing securities which are considered consistent with the portfolio's primary objective and that the Collective Investment Schemes Act may allow.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Income
SizeR148,084,051
Sector Rank: 7 out of 49
(lump sum over 3 years to 31 July 2017)
Overall Rank: 181 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1256 at 31 July 2017
( 7.88% annual compound return)
R100 per month since 31 July 2014 was worth R 4084 at 31 July 2017
( 8.06% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JAN 2006 Holdings:14
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
U-CORSTRI (Income)889,95214,045,040 9.48 %
AB011 (Bond)6,100,0006,187,032 4.18 %
CASH (Cash on call)09,857,653 6.66 %
MM-17MONTH (Money Market)03,033,156 2.05 %
TOTAL R33,122,88122.37%

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.