Paul Fouché, CFA

Portfolio Manager

Fund Details

Unum 75 (Wrap) 01/05/2015 Growth Fund SA MA High Equity Yes R50,000.00 R1,000.00 0.25% (ex VAT) pa 1.24% (ex VAT) pa Medium - High

Growth

moderately aggressive . multi-asset . high equity exposure

Unum Growth portfolio is a moderately aggressive model portfolio with high equity exposure that seeks to achieve strong capital appreciation over the longer term.

Portfolio Limits: Max 75% equity (incl international), international 25% and max 25% property.
Target Return: South African Inflation +5% over a rolling 5 year period.

Full Fund Fact Sheet: Unum Growth October 2018

Portfolio Performance

As of 31st October 2018
YTD 3MTH 6MTH 1YR 2YR
-3.68 -1.89 -2.88 -5.30 4.80

Asset Allocation

As of 31st October 2018
  • Cash & Equivalents % 9.4
  • Equities % 69.8
  • Bonds % 12.4
  • Property % 7.9
  • Other % 0.5

Risk Statistics

Since inception
Growth Benchmark
Max Drawdown -5.88 -5.57
Std Deviation 7.71 7.04
Sharpe Ratio -0.35 -0.58
Alpha 1.70 -
Beta 1.07 1
% Up Months 54 56
Best Quarter 6.6 5.1
Worst Quarter -4.1 -3.6