Alexander Forbes Investments Global Equity Feeder Fund
MANAGEMENT Fund Manager's Comment
Tim Russell,
Tim is located in London.
Investment Solutions Investment Team, ,
The team comprises of 17 investment professionals and is headed by Glenn Silverman, the Chief Investment Officer of Investment Solutions. Portfolio decisions are also ratified by an investment committee. Investment Solutions is the largest provider of multi-manager investment portfolios in South Africa, with total assets under management exceeding R80bn.
FUND OBJECTIVES AND FOCUS

The investment managers selected for this portfolio may invest in global equities within predominantly developed countries, denominated in a variety of global currencies. The managers may either have active investment management styles or quantitative investment management styles. Through active stock selection they keep the volatility of returns below that of the average active global equity portfolio. The portfolio is aimed at investors pursuing exposure to global equity markets. Investment Solutions expects: ! A low probability of capital loss over the longer term (however, due to volatility of the exchange rate of the currencies there may be capital loss in Rand terms) ! Investment returns in Rand terms to be more volatile due to movements in the exchange rate of the currencies


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WEBGRAPH
RANKING
SectorGlobal-Equity-General
SizeR268,593,782
Sector Rank: 13 out of 41
(lump sum over 3 years to 31 July 2019)
Overall Rank: 83 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1330 at 31 July 2019
( 9.98% annual compound return)
R100 per month since 31 July 2016 was worth R 4214 at 31 July 2019
( 10.02% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:23 MAR 2004 Holdings:1
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
CASH (Cash on call)0920,230 0.34 %
O-ISEQUIT (Offshore Intern)0267,673,552 99.66 %
TOTAL R268,593,782100%

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