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The Rock Capital IP Top 20 Global A

Ranked 2199 out of 3373 in - Global over 12 months
All calculations are in USD unless stated

Objective

The Fund is a moderate to high risk, flexible fund. The objective of this portfolio is to achieve capital appreciation over the medium to long term.

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

Performance

Global over : 30/11/2017 - 30/11/2018
  • Rank 2199/3373 Total Return
  • Rank 3320/3373 Standard Deviation
  • Rank 3294/3373 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.6% -13.4% -5.1%
2017 14.1% 2.9% 1.1% 0.4% 9.3%
2016 11.9% 2.5% 1.4% 8.0% -0.3%
2015 -17.6% 3.4% -2.1% -11.0% -8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date01/10/2014
  • Share Class size40Mn
  • Base currencyZAR

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.50%
  • Initial investment0.00%

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