Stratégie du fonds géré par STANLIB COLLECTIVE INVESTMENTS |
|
Nature of portfolio : A portfolio consisting of equity counters comprising the JSE All share Index. Performance Objectives : A return which best replicates the performance of the JSE All Share Index as adjusted for costs and liquid asset requirements.
|
Performances du fonds : 1nvest Index B1 |
|
|
Performances Historiques Glissantes au 14-01-2021 |
|
|
Début d'année |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
Max |
Fonds |
+2.5% |
+3.77% |
+18.28% |
+16.42% |
-8.3% |
-15.32% |
-9.61% |
Indice |
4.42%
|
5.05%
|
23.08%
|
17.71%
|
-1.95%
|
-4.79%
|
-
|
|
|
Autres fonds de la catégorie: Actions Afrique du Sud & Namibie |
|
|
|
Copyright © 2009 Morningstar. All Rights Reserved. The information, data and opinions expressed (“Information”) and contained herein: (1) are proprietary to Morningstar and/or its content providers and are not intended to represent investment advice or recommendation to buy or sell any security; (2) may not be copied or distributed without express license to do so; and (3) are not warranted to be accurate, complete or timely. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this Rating, Rating Report or Information contained therein.
|
|
Notation Morningstar |
 |
PEA
|
NON
|
PEA PME
|
NON
|
Date de création
|
01-07-2015 |
Devise
|
ZAR |
Structure Juridique
|
Unit Trust
|
Catégorie Morningstar
|
Actions Afrique du Sud & Namibie
|
Zone d'investissement |
Afrique du Sud |
Place de cotation |
Afrique du Sud |
Benchmark |
FTSE/JSE All Share SWIX TR ZAR 100%
|
Actifs nets de la part
|
18 M ZAR au 31-01-2018
|
Fréquence des VL
|
Quotidienne
|
Commisaire aux comptes |
SizweNtsalubaGobodo |
Ecart-type 3 ans |
16.75%
|
Ratio de Sharpe 3 ans |
0.34 |
Performance moyenne 3 ans |
-15.32% |
|