About the Bidvest Prime Preserver Fund

The investment objective of the portfolio is to achieve long term capital growth with reduced short term volatility.

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Bundle Information

Fund Classification South African MA Low Equity
Benchmark CPI +2%
Fund/lnception Date Jan 30, 2020
JSETicker BAMPB1
Risk Profile Medium
Unit Trust Name Bidvest Prime Preserver Fund
Income Distribution Quarterly (March, June, September, December)

Pricing

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    6M RTN
    1 YR RTN
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Fund Size NAV TRI

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Percentage and Performance

Fees

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TER N/A
Transaction Cost N/A

Performance

Apr 2024 N/A
1 Month N/A
1 Year N/A
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3 Years N/A
5 Years N/A

Dividends

Last Payable Date
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LDT

Risks

Daily Risk

3 Years Absolute Return N/A
3 Years Maximum Drawdown N/A
5 Years Absolute Return N/A
5 Years Maximum Drawdown N/A

Monthly Risk

3 Years Sharpe N/A
3 Years Sortino N/A
3 Years Standard Deviation N/A
5 Years Sharpe N/A
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5 Years Standard Deviation N/A

Sector Allocation

EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed.

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