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Contrarius Global Balanced Fund - Performance Fee Class –  |  Global--Asset Allocation--Flexible
14.4000    -1.2100    (-7.751%)
NAV price (USD) Tue 31 Mar 2026 (change prev month end)


 
Snapshot
<i><b>  Performance</b></i><hr/>This guage shows the decile position of the fund against 105 Rand-denominated Global--Asset Allocation--Flexible funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This guage shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This guage shows the level of diversification relative to other funds in the same second-tier (asset allocation) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This guage shows the fund's level of historical risk relative to other funds in the Global--Asset Allocation--Flexible sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk

Fund Performance
Period    Return %Growth of $1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 25 Jan 2024
Fund Size ($) 143 000 000
Latest Price 14.40
PlexCrowns -
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
No Fund Objective available.
Asset Classes and Holdings
 No Asset Allocation Data available
REGIONAL PORTFOLIO as at 31 Dec 2025
Holding (Region) % of Fund
All Regions All0.00%
Asia All13.00%
Europe Bonds13.00%
Japan All0.00%
North America All74.00%
Totals100.00%

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