Iza Global Equity Fund (GBP)

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Iza Global Equity Fund (GBP) - A

Iza Global Equity Fund (GBP) - A

	PIM Capital Management
		Iza Global Equity Fund (GBP) - A

Price

Ranking

Sector:	Global-Equity-General
Size:	-

Sector Rank:	92 out of 164
(lump sum over 3 years to 31 Mar 2026)

Overall Rank:	194 out of 519
(lump sum over 3 years to 31 Mar 2026)

R20000 invested on 31 Mar 2023 was worth R26 121 at 31 Mar 2026
(9.31% annual compound return)

R5000 per month since 31 Mar 2023 was worth R191 194 at 31 Mar 2026
(3.88% 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 portfolio aims to achieve returns in excess of UK CPI + 7% p.a. over rolling six year periods. Over any three year rolling period the portfolio should always deliver a positive return. Portfolio returns will be generated through interest income, dividend income and capital growth. The portfolio benchmark is the MSCI ACWI .The portfolio is a multi-manager portfolio ideally comprising at least two underlying funds and not more than six. Fund selection will be biased towards high Sortino ratios, low downside standard deviation and to managers and funds that have successfully navigated sustained negative market conditions. Where possible underlying funds will be given as many of the asset allocation decisions as possible. Underlying investments will be held in multiple first world currencies, however, all performance and risk statistics will be in GBP.

Technical Overview
Benchmark:	MSCI World GBP
Base currency:	GBP	Formation date:	02 Oct 2020
Domicile	Mauritius	Pricing system:	Forward