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Plexus Wealth BCI Property A

Ranked 33 out of 35 in - Other Physical over 12 months
All calculations are in USD unless stated

Managed by

Amanda de Wet

Objective

The Xcede Property Fund is a real estate portfolio with a primary objective to provide the investor with a high income and long term capital appreciation. The Xcede Property Fund consists of listed collective investment schemes in property (PUTS) and property loan stocks (PLS’s), and other equity securities listed within the Real Estate Sector of the Johannesburg Stock Exchange as well as asset in liquid form.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Other Physical over : 30/11/2017 - 30/11/2018
  • Rank 33/35 Total Return
  • Rank 32/35 Standard Deviation
  • Rank 34/35 Max Drawdown
Fund Name Currency Return
31 AL Maather REIT Fund USD

-19.3%

32 Autus BCI Property A USD

-23.4%

33 Plexus Wealth BCI Property A USD

-24.2%

34 Jadwa REIT Al Haramain Fund USD

-26.1%

35 KASB Real Estate Opportunity Fund USD

-30.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -14.9% -15.3% -2.6%
2017 25.7% 4.0% 4.6% 2.2% 13.0%
2016 21.3% 12.3% -0.9% 7.1% 1.6%
2015 -10.6% 11.9% -6.7% -5.1% -9.8%
2014 22.5% 0.4% 6.6% 4.5% 9.5%
2013 -12.6% -2.3% -7.9% 1.7% -4.5%
2012 21.7% 11.2% -0.4% 9.3% 0.6%
2011 -11.1% -6.5% 6.5% -13.3% 2.9%
2010 37.0% 8.4% -3.6% 24.2% 5.6%
2009 15.1% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date15/06/2009
  • Share Class size178Mn
  • Base currencyZAR
  • ISIN ZAE000133682

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment500

Charges

  • Initial investment0.00%

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