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Optimum Bci Balanced Fund A (0P00012Q0Z)

Johannesburg

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1.626 +0.010 +0.33%

10/01 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 1.15B

Type: Fund

Market: South Africa

Issuer: Boutique Collective Investments

ISIN: ZAE000188249

Asset Class: Equity

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0P00012Q0Z Overview

Find basic information about the Optimum Bci Balanced 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 0P00012Q0Z MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change11.31%

Prev. Close1.62

Risk Rating

TTM Yield3.03%

ROE16.39%

IssuerBoutique Collective Investments

TurnoverN/A

ROA5.78%

Inception DateApr 01, 2014

Total Assets1.15B

Expenses1.26%

Min. Investment10,000

Market Cap385.32B

CategoryZAR/NAD Moderate Allocation

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Optimum Bci Balanced Fund A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 32

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1124	1032	1145	1310	1567	2061
Fund Return	12.38%	3.2%	14.46%	9.42%	9.41%	7.5%
Place in category	229	234	216	190	233	131
% in Category	48	51	45	44	60	56

Top Equity Funds by Optimum Investment Group (Pty) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
PortfolioMetrix BCI Global Eq B2	8.82B	8.43	8.23	-
PortfolioMetrix BCI Global Eq B1	8.82B	8.79	8.67	-
36ONE BCI Equity B	8.67B	16.29	11.22	13.03
36ONE BCI Equity A	8.67B	14.00	9.27	10.81
Investec Wealth Investmen BCI Bal H	8.6B	13.57	9.65	-

Top Funds for ZAR/NAD Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Investec Opportunity Fund J	84.87B	11.47	8.96	9.15
Investec Opportunity Fund Z	84.81B	12.56	10.05	10.34
Investec Opportunity Fund B	84.81B	10.32	8.15	8.45
Investec Opportunity Fund G	84.87B	10.76	8.26	8.45
Investec Opportunity Fund A	84.81B	10.32	8.15	8.45

Top Holdings

Name	ISIN	Weight %	Last	Change %
SA Alpha Guernsey Global Cau B USD Acc	GG00BFYWG534	13.65	-	-
Guernsey Global Thematic Eq PC B USD Acc	GG00BNKGXY37	10.50	-	-
SA Alpha Guernsey Global Gr B USD Acc	GG00BFYWD184	9.36	-	-
Fairtree Equity Prescient B5	ZAE000279774	5.42	-	-
Fairtree Smart Beta Prescient B1 Fund	ZAE000214946	5.24	1.586	+0.29%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Optimum BCI Balan.	1.626	+0.010	+0.33%