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Alexander Forbes Investments Real Return Focus Fund A (0P0000IRA0)

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2.426 +0.010    +0.27%
18/11 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Alexander Forbes Investments Unit Trusts Limited
ISIN:  ZAE000049045 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 385.03M
Alexander Forbes Investments Real Return Focus Fun 2.426 +0.010 +0.27%

Alexander Forbes Investments Real Return Focus Fund A Overview

 
Find basic information about the Alexander Forbes Investments Real Return Focus 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 0P0000IRA0 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000049045)
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Rating
1-Year Change7.61%
Prev. Close2.419
Risk Rating
TTM Yield5.04%
ROE8.72%
IssuerAlexander Forbes Investments Unit Trusts Limited
TurnoverN/A
ROA2.41%
Inception DateOct 01, 2004
Total Assets385.03M
Expenses1.22%
Min. Investment30,000
Market Cap224.16B
CategoryZAR/NAD Moderate Allocation
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Performance

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Condition

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Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1107 1034 1179 1309 1540 1936
Fund Return 10.69% 3.4% 17.89% 9.4% 9.02% 6.83%
Place in category 229 124 314 183 232 177
% in Category 47 27 68 43 61 77

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
  Investment Solutions Global Equity 304.9M 13.02 8.60 13.33
  Alexander Forbes Inv Aggr Passive A 257.65M 8.40 10.04 -

Top Funds for ZAR/NAD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investec Opportunity Fund J 83.11B 8.28 10.97 9.02
  Investec Opportunity Fund G 83.11B 7.76 10.25 8.32
  Investec Opportunity Fund H 83.11B 7.96 10.66 8.84
  Investec Opportunity Fund I 83.11B 8.10 10.86 9.03
  Investec Opportunity Fund F 83.11B 8.58 11.59 9.77

Top Holdings

Name ISIN Weight % Last Change %
Republic Of South Africa - V 8.25 2032.03.31 - 5.93 - -
Naspers Ltd ZAE000015889 3.98 - -
Republic Of South Africa - V 8.5 2037.01.31 - 2.88 - -
  FirstRand Ltd ZAE000066304 2.69 7,653 +0.30%
  Standard Bank Grp ZAE000109815 2.61 23,967 -0.07%

Technical Summary

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