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Montrose BCI Cautious Fund of Funds

FINALL3:SJ
170.79
ZAr
3.16
1.82%
As of 1/18/2018
Fund Type
Fund of Funds
52Wk Range
156.35 - 175.66
1 Yr Return
6.41%
YTD Return
-0.37%
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Previous Close
173.95
52Wk Range
156.35 - 175.66
1 Yr Return
6.62%
YTD Return
-0.37%
Fund Type
Fund of Funds
Objective
Dynamic Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
South Africa
NAV (on 01/18/2018)
170.79
Total Assets (m ZAR) (on 01/18/2018)
81.068
Inception Date
06/20/2007
Last Dividend (on 09/04/2017)
0.993186
Dividend Indicated Gross Yield
1.16%
Fund Managers
TAVONGA CHIVIZHE
Front Load Fee
0.00%
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
1.14%
Expense Ratio
1.95%
Profile
Montrose BCI Cautious Fund of Funds is an open-end Fund incorporated in South Africa. The objective of the portfolio is to achieve consistent real returns in excess of inflation plus 3% over any rolling 1 year period. The Fund invests in assets in liquid form and schemes investing in equity, bonds, prefered shares and money market instruments.
Address
Financial Alliance Independent Wealt
7 Montrose Ave
Craighall 2196
South Africa
Phone
-
Website
-