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Investment Projections

Projections: Fund Performances in Current markets

The table below indicates our monthly performance net of fees between January 2019 and the end of the 2nd quarter 2020. We closed all our positions during September 2019.
Fund Performance in Current Markets
  • RSA is expected to deliver between -15% to -7% on average in the next 18 months or beyond.
  • Global is expected to deliver between -10% to + 0% on average the next 18 months.
  • Our conservative projection is between + % (risk-free dividends) plus 4% to 6% discretionary growth and could deliver a possible + 0% /12%. Thus, if market predictions are correct.
Markets are unpredictable and we cannot guarantee positive returns. However, our systems, expertise and risk-free dividends support protection strategies that generate growth and minimise risk

Projections

As we would rather under promise and over deliver, the table below shows our conservative projection.
The projection is based on an investment of ZAR 500,000 calculated from 1 August 2020 with an initial subdued growth due to market conditions.

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Caveat Fund Ltd

(FSC Reg. No. SIBR/FAF/18/0125 | Company Reg. no. 1972334)
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