PPS Managed Fund

Ranked 16 out of 177 in - Aggressive ZAR over 12 months
All calculations are in ZAR unless stated

Objective

The primary investment objective of the PPS Managed MA Fund is to aim for medium to long term capital growth of at least CPI (for all urban areas) plus 5%. The fund can invest in a spectrum of investments in the equity, bond, money, or property markets. The effective exposure in equity and offshore can beat the maximum in accordance with the requirements for domestic portfolios as per the ASISA Code of Practice for Fund Classification; the Act and the regulations governing the retirement fund investments.

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Performance

Aggressive ZAR over : 31/10/2019 - 31/10/2020
  • Rank 16/177 Total Return
  • Rank 19/177 Standard Deviation
  • Rank 26/177 Max Drawdown
Fund Name Currency Loss
24 Autus Prime Opportunity A ZAR

-8.0%

25 Sasfin BCI Prudential A ZAR

-8.5%

26 PPS Managed B ZAR

-8.6%

27 Point3 BCI Global Flexible FoF A ZAR

-9.2%

28 Visio BCI Balanced D ZAR

-9.3%

Total Return

Quarterly Performance

to 30/09/2020 Annual Q1 Q2 Q3 Q4
2020 -5.7% 11.1% 3.3%
2019 13.8% 5.1% 1.3% 2.5% 4.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2020

Top 10 Holdings

Stock Size
36ONE Global Fund PC A USD Acc 19.90%
Naspers Ltd Class N 7.49%
British American Tobacco PLC 6.52%
Republic of South Africa 8.88% 4.56%
BCI Money Market B 4.49%
Republic of South Africa 8% 3.57%
Impala Platinum Holdings Ltd 2.94%
Sibanye Stillwater Ltd Ordinary Shares 2.86%
ABSA GROUP LTD 31/12/99 7.942% 2.78%
Gold Fields Ltd 2.44%
30/09/2020

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date12/10/2018
  • Share Class size113Mn
  • Base currencyZAR
  • ISIN ZAE000259297

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).