| Performances Annuelles: 10 dernières années |
|
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2023 | | Fonds | +0.38% | +14.45% | +12.22% | +9.23% | -1.36% | +10.13% | +13.47% | -10.7% | +8.53% | +0.12% | +24.47% | +6.02% | | Catégorie | -12.59% | 14.79% | -6.91% | 13.99% | -15.41% | 21.52% | 10.49% | -17.92% | 13.46% | -10.9% | 25.43% | - | Classement  | 87 | 92 | 88 | 67 | 72 | 15 | 53 | 64 | 46 | 64 | 67 | - |
|
| Performances Historiques Glissantes au 26-01-2023 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
| Fonds |
+6.02% |
+1.02% |
+4.59% |
+13.41% |
+8.23% |
+4.44% |
+21.41% |
+5.96% |
+184.73% |
| Indice |
7.58%
|
1.31%
|
8.47%
|
15.7%
|
10.37%
|
5.47%
|
39.48%
|
24.13%
|
-
|
|
| Performances Annualisées Glissantes au 26-01-2023 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
| Fonds |
+15.54% |
+6.68% |
+5.8% |
+1.16% |
+7.99% |
+2.7% |
| Indice |
17.44% |
11.73% |
9.47% |
4.42% |
10.65% |
5.97% |
|
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
|
31-03-2009 |
| 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 TR ZAR 100%
|
|
Actifs nets de la part
|
2313 M ZAR au 30-04-2022
|
|
Fréquence des VL
|
Quotidienne
|
| Commisaire aux comptes |
Ernst & Young (South Africa) |
Boîte de style Morningstar
| Ecart-type 3 ans |
16.79%
|
| Ratio de Sharpe 3 ans |
0.32 |
| Performance moyenne 3 ans |
21.41% |
|
Google
Twitter
Facebook
Apple
English (USA)
English (UK)
English (Canada)
Deutsch (Deutschland)
Deutsch (Schweiz)
Español
Italiano
Nederlands (Nederland)
Nederlands (België)
bourse
