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GTC Global Balanced Low Equity Fund (USD) - A
GTC Global Balanced Low Equity Fund (USD) - A
PIM Capital Management
GTC Global Balanced Low Equity Fund (USD) - A
Price
 
Ranking
Sector: Global-Asset Allocation-Flexible
Size: -
 
Sector Rank: 104 out of 104
(lump sum over 3 years to 31 Mar 2026)
 
Overall Rank: 467 out of 519
(lump sum over 3 years to 31 Mar 2026)
 
R20000 invested on 31 Mar 2023 was worth R20 912 at 31 Mar 2026
(1.50% annual compound return)
 
R5000 per month since 31 Mar 2023 was worth R177 141 at 31 Mar 2026
((1.04)% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The USD denominated international balanced low equity fund comprises of diversified asset
classes and investment strategies with a capital preservation focus.The fund aims to outperform
a composite benchmark over a rolling 3 year period.
 
Technical Overview
Benchmark: 28% MSCI World Index[$], 43% FTSE World Government Bond Index[$], 25% Libor 3months[$] and 5% MSCI EM Index [$]
Base currency: USD Pricing system: Forward
Formation date: 01 Apr 2021
 

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