Autus MET Balanced FoF A1

The 4i Balanced fund of Funds is a balanced managed fund of funds. The objective of this portfolio is to provide the investor with consistent capital appreciation over the medium to long term and will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a retirement fund. It will invest in a broad range of participatory interests and other forms of participation in collective investment schemes or similar schemes.

Key stats

Management firm  MET Collective Investments Limited
Domicile  South Africa
Global Branding Name  MET Collective Investments
Fund Status  OBSOLETE
Fund currency  ZAR
Net Assets Date  2013-08-31
Net Assets  R342,700,104
Launch Date  2007-07-02
Obsolete Date  2013-09-13
ISIN  ZAE000076550
Manager 1 Name  Christo Malan
Fund Strategy  ZAR/NAD Moderate Allocation
Benchmark  FTSE/JSE All Share TR ZAR
Fund Structure  Unit Trust
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-08-31
Return - 1 Month  2.24%
Return - 2 Months  4.23 %
Return - 3 Months  1.96%
Return - 6 Months  12.09 %
Return - 9 months  14.79 %
Return - 12 Months  21.67%
Annualized return 24 months  19.38 %
Annualized return 36 months  15.79 %
Annualized return 48 months  13.06 %
Annualized return 60 months  11.04 %
Annualized return since Inception  8.61%
Return YTD  14.19%

Ratings

Morning Star Rating Date   2013-08-31
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  R5,000
Maximum Managment Charge  2.74 %

Contact

Contact Address  Parc du Cap Building 7, Mispel Street, Bellville
Contact Address 2  7535
Contact Address 3  PO Box 925, Bellville
Contact city  Cape Town
Contact country  South Africa
Fund Admin Group  MET Collective Investments Limited
Web Address  www.metropolitan.co.za
Email contact  metunit@metropolitan.co.za
Phone  +27 (0)21 940 5981

Price

Last Price Date  2013-09-13
Pre-tax nav  2.12
Price change  R0.00
Price change (percentage)  0.01 %

Funds Disclaimer

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Ratings Disclaimer

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