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Alexander Forbes Investments Aggressive Passive Fund A (0P00017G4Y)

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1.638 0.001    0%
18/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 257.65M
Type:  Fund
Market:  South Africa
Issuer:  Alexander Forbes Investments Unit Trusts Limited
ISIN:  ZAE000211462 
Asset Class:  Equity
Alexander Forbes Investments Aggressive Passive Fu 1.638 0.001 0%

0P00017G4Y Overview

 
Find basic information about the Alexander Forbes Investments Aggressive Passive Fund A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00017G4Y MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.78%
Prev. Close1.638
Risk Rating
TTM Yield2.91%
ROE19.01%
IssuerAlexander Forbes Investments Unit Trusts Limited
TurnoverN/A
ROA7.33%
Inception DateJan 29, 2016
Total Assets257.65M
Expenses0.36%
Min. Investment30,000
Market Cap695.02B
CategoryZAR/NAD Aggressive Allocation
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Alexander Forbes Investments Aggressive Passive Fund A Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1084 1062 1108 1332 1697 -
Fund Return 8.4% 6.23% 10.85% 10.04% 11.16% -
Place in category 261 190 412 208 89 -
% in Category 40 26 69 38 20 -

Top Equity Funds by Alexander Forbes Investments Unit Trusts Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investment Solutions Performer Mana 4.95B 11.30 8.66 7.93
  Investment Solutions Property Equit 1.37B 25.55 13.40 3.19
  Investment Solutions Strategic Glob 1.08B 6.11 7.53 9.73
  Alexander Forbes Inv Real Return A 385.03M 10.69 9.40 6.83
  Investment Solutions Global Equity 304.9M 13.02 8.60 13.33

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 198B 9.24 12.06 8.64
  Allan Gray Balanced Fund A 198B 8.46 10.90 8.56
  Allan Gray Balanced Fund X 198B 8.21 13.80 -
  Coronation Balanced Plus Fund P 120.25B 11.46 10.83 8.66
  Coronation Balanced Plus Fund A 120.25B 10.58 8.72 8.08

Top Holdings

Name ISIN Weight % Last Change %
  iShares Core MSCI World UCITS IE00B4L5Y983 19.23 108.14 -0.07%
  Satrix MSCI World Equity Index Feeder Fund A3 ZAE000185237 11.52 47.279 -0.78%
Ishares Global Government Bond Ucits Etf - 5.71 - -
  Naspers ZAE000325783 4.45 410,811 -0.72%
  FirstRand Ltd ZAE000066304 3.36 7,653 +0.30%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Strong Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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