4i Opportunity A |
| Performance History | 31/08/2010 |
| Growth of 1,000 (ZAR) |
| Fund | - | - | -12.6 | 24.4 | 0.8 | |
| +/-Cat | - | - | -4.8 | 11.0 | -1.6 | |
| +/-Idx | - | - | - | - | - | |
| Category: ZAR/NAD Flexible Balanced | ||||||
| Index: - | ||||||
| Trailing Returns | 09/09/2010 |
| YTD | 4.59 |
| 3 Years Annualised | 5.50 |
| 5 Years Annualised | - |
| 10 Years Annualised | - |
| 12 Month Yield | 0.16 | |
| Dividend Paying Frequency | Annually |
| Benchmarks |
| Fund Benchmark |
| - |
| Morningstar Benchmark |
| - |
| Key Stats | ||
| Morningstar Qualitative Rating™ | Not Rated Request this fund to be rated | |
| Morningstar Rating™ | ![]() | |
| Morningstar Category™ | ZAR/NAD Flexible Balanced | |
| Exchange | JSE SECURITIES EXCHANGE | |
| ISIN | ZAE000093860 | |
| NAV 09/09/2010 | ZAR 1.12 | |
| Day Change | 0.99% | |
| Fund Size (Mil) 09/09/2010 | ZAR 226.21 | |
| Share Class Size (Mil) 09/09/2010 | ZAR 227.72 | |
| Max Initial Charge | 0.29% | |
| Total Expense Ratio 30/06/2010 | 2.40% | |
| Deferred Load | - | |
| Inception Date | 04/04/2007 | |
Manager Name Start Date | ||
- - | ||
| Advertisement |
| Investment Objective: 4i Opportunity A |
| The 4i Opportunity Fund's investment objective is to outperform CPI by 6% per annum and deliver returns that ensure real growth in investor's wealth over the medium to long term. The fund may diversify across all asset classes although a high exposure to equities will be maintained under normal market conditions. The focus is predominantly on stock selection considering variables in the macro-economic environment. The fund is not regulation 28 compliant. |
| Portfolio Profile for 4i Opportunity A | 30/06/2010 |
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