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Alexander Forbes Investments Performer Managed Fund A (0P0000SHPD)

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2.409 -0.010    -0.31%
08/01 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 4.96B
Type:  Fund
Market:  South Africa
Issuer:  Alexander Forbes Investments Unit Trusts Limited
ISIN:  ZAE000145819 
Asset Class:  Equity
Investment Solutions Performer Managed Fund A 2.409 -0.010 -0.31%

0P0000SHPD Overview

 
Find basic information about the Alexander Forbes Investments Performer Managed 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 0P0000SHPD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.07%
Prev. Close2.416
Risk Rating
TTM Yield2.25%
ROE13.93%
IssuerAlexander Forbes Investments Unit Trusts Limited
TurnoverN/A
ROA5%
Inception DateApr 07, 2010
Total Assets4.96B
Expenses1.26%
Min. Investment30,000
Market Cap421.42B
CategoryZAR/NAD Aggressive Allocation
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Alexander Forbes Investments Performer Managed Fund A Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1128 1030 1146 1291 1644 2159
Fund Return 12.83% 3.05% 14.56% 8.88% 10.45% 8%
Place in category 347 438 394 384 225 84
% in Category 54 65 62 68 49 40

Top Equity Funds by Alexander Forbes Investments Unit Trusts Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investment Solutions Property Equit 1.4B 27.80 13.35 3.11
  Investment Solutions Strategic Glob 1.1B 11.01 6.82 10.41
  Alexander Forbes Inv Real Return A 390.86M 11.74 9.46 6.85
  Investment Solutions Global Equity 313.99M 16.42 8.62 13.22
  Alexander Forbes Inv Aggr Passive A 270.24M 12.31 9.32 -

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund X 199.83B 11.30 12.78 -
  Allan Gray Balanced Fund A 199.83B 10.26 11.50 8.69
  Allan Gray Balanced Fund C 199.83B 10.43 11.68 8.87
  Coronation Balanced Plus Fund A 121.46B 14.72 9.97 8.35
  Coronation Balanced Plus Fund D 121.46B 15.03 10.29 8.66

Top Holdings

Name ISIN Weight % Last Change %
MGI Global Equity M-2 $ Acc IE00B7G8GX15 16.65 - -
  Mercer Passive Global Equity Fund M3 USD IE00BYT1L978 11.09 216.080 -0.04%
  Naspers ZAE000325783 4.15 369,378 +1.19%
  Mercer Passive Emerging Markets Equity Fund M-1 US IE00BYM91432 3.94 116.590 -0.85%
South Africa (Republic of) 8.875% ZAG000125972 3.00 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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