Breaking News
Get 45% Off 0
🎯 Trump Tariffs Hit Markets: Here's What Smart Investors Should Consider
Read now
Close

Adb Bci Balanced Fund Of Funds A (0P0000JYW7)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.746 +0.010    +0.40%
31/01 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Boutique Collective Investments
ISIN:  ZAE000124624 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 379.7M
ADB BCI Balanced Fund of Funds A 2.746 +0.010 +0.40%

0P0000JYW7 Overview

 
Find basic information about the Adb Bci Balanced Fund Of Funds A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JYW7 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change8.12%
Prev. Close2.735
Risk Rating
TTM Yield3.75%
ROE20.26%
IssuerBoutique Collective Investments
TurnoverN/A
ROA7.97%
Inception DateNov 05, 2008
Total Assets379.7M
Expenses1.70%
Min. Investment10,000
Market Cap558.11B
CategoryZAR/NAD Moderate Allocation
What is your sentiment on ADB BCI Balanced Fund of Funds A?
or
Market is currently closed. Voting is open during market hours.

Adb Bci Balanced Fund Of Funds A Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1119 1012 1119 1195 1548 1971
Fund Return 11.88% 1.19% 11.88% 6.11% 9.14% 7.02%
Place in category 324 353 324 399 270 166
% in Category 70 72 70 92 68 72

Top Equity Funds by Arnold du Bruin and Associates

  Name Rating Total Assets YTD% 3Y% 10Y%
  PortfolioMetrix BCI Global Eq B1 10.07B 17.62 9.58 13.31
  PortfolioMetrix BCI Global Eq B2 10.07B 17.15 9.14 12.83
  Investec Wealth Investmen BCI Bal H 9.18B 16.73 9.36 -
  36ONE BCI Equity A 8.79B 14.00 9.27 10.81
  36ONE BCI Equity B 8.79B 16.29 11.22 13.03

Top Funds for ZAR/NAD Moderate Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investec Opportunity Fund D 86.43B 8.93 6.92 7.15
  Investec Opportunity Fund C 86.43B 9.38 7.23 7.46
  Investec Opportunity Fund Z 86.43B 12.56 10.05 10.34
  Investec Opportunity Fund B 86.43B 10.32 8.15 8.45
  Investec Opportunity Fund J 86.43B 11.47 8.96 9.15

Top Holdings

Name ISIN Weight % Last Change %
Nedgroup Inv Core Global FF B ZAE000309720 16.55 - -
Nedgroup Inv Core Bond C ZAE000296828 16.47 - -
10X S&P SA Top 50 B ZAE000221446 11.89 - -
  Investec Diversified Income Fund A ZAE000140505 10.88 1.214 -0.02%
Matrix SCI Stable Income B1 ZAE000264396 7.99 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Strong Buy
Technical Indicators Strong Buy Neutral Strong Buy
Summary Strong Buy Neutral Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000JYW7 Comments

Write your thoughts about Adb Bci Balanced Fund Of Funds A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email