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For 2010 the Centaur Flexible Fund was the second best performing unit trust in South Africa. At the end of September 2011 this fund was the top performing flexible fund over 3 years outperforming its benchmark by 9% per annum. Since inception almost 7 years ago it has returned a compound return of over 18% per annum.
Centaur Flexible Fund Performance
|
As at: 31 January 2012 |
Actual
3 Months |
Actual
6 Months |
Actual
12 Months |
Annualised
3 Years |
Annualised
5 Years |
Annualised
since Inception |
Centaur Flexible Fund |
6.6% |
12.3% |
19.5% |
26.5% |
10.5% |
19.1% |
All Share Index (ALSI) |
4.5% |
8.3% |
7.6% |
18.0% |
5.8% |
14.8% |
Financial Industrial (FINDI) |
3.7% |
8.7% |
14.2% |
20.9% |
6.4% |
14.0% |
Benchmark |
3.9% |
7.5% |
9.9% |
17.2% |
7.3% |
15.2% |
Relative to Benchmark |
2.6% |
4.8% |
9.6% |
9.3% |
3.3% |
3.9% |
Standard Deviation Centaur** |
|
|
11.0% |
12.0% |
14.9% |
14.0% |
Standard Deviation Benchmark** |
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12.2% |
12.8% |
16.6% |
16.2% |
* Benchmark until 1st July 2007: 50% ALSI - 50% FINDI
(15% RESI - %65 FINDI - 20% ALSI CASH)
** Weekly Std variation
Centaur Flexible Fund
Performance Data and
Graph (PDF) |
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