Compare our Funds

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Compare our funds across a diverse range of characteristics and contact us today to help you grow your investment portfolio accordingly.

Fund Information

Fund NameContego
B1 MET Income Plus Fund
Contego
B2 MET Protected Income Fund
Contego
B3 MET Protected Balanced Fund
Contego
B4 MET Property Fund
Contego
B5 MET Protected Equity Fund
Contego
B6 Equity Value Fund
Contego
B7 MET Growth Plus Fund
Sector
 SA - Multi Asset - IncomeSA - Multi Asset - Low EquitySA - Multi Asset - High EquitySA - Real Estate - GeneralSA - Multi asset - FlexibleSA - Equity GeneralSA - Equity General
Benchmark
 STEFICPI +3%CPI +4%CPI +4%CPI +4%CPI +5%CPI +5%
Objective
 High level of income at low riskStable income with capital returnSteady growth of income and capitalIncome and LT capital appreciationEquity exposure, preserving wealthEquity exposureEquity exposure
Reason for Investing
 Liquid investment vehicle

Better bank rates

Competitive money market return
Regulation 28 compliant

Income yield

Inflation beating returns
Regulation 28 compliant

Growth asset exposure

Diversification
Exposure to real estate

Diversification
Downside protection

Capital Growth

Capital preservation
Capital growthCapital growth
Optimal Investment Period
 12 + months12 + months3 + years3 + years5 + years5 + years5 + years
Fund Formation date
 Dec-11Aug-08Feb-06May-05Mar-05Feb-07Dec-11
Fund Manager
 Contego Asset Management

Anchor Capital

Fairtree Capital
Contego Asset ManagementContego Asset ManagementAnchor CapitalContego Asset ManagementAnchor CapitalContego Asset Management
ASISA Risk Rating
 ConservativeCautiousModerateModerate / AssertiveModerate / AssertiveAssertiveAssertive
Company Rating
 Lowest RiskLow RiskModerate RiskModerate to High RiskHigh RiskHighest RiskHighest Risk

Performance

(Data provided by - Profile Media)

Fund NameContego B1 MET Income Plus FundContego B2 MET Protected Income FundContego B3 MET Protected Balanced FundContego B4 MET Property FundContego B5 MET Protected Equity FundContego B6 MET Equity Value FundContego B7 MET Growth Plus FundContego Wealth Preserver FOFContego MET Wealth Accumulator FOFContego Wealth Creator FOF
Import date: 2017-02-27
Returns:
3 Month2.64 %1.69 %0.57 %5.50 %-0.15 %1.71 %0.89 %1.22 %0.75 %0.62 %
Benchmark1.88 %2.04 %2.28 %2.28 %2.28 %2.51 %2.51 %2.04 %2.28 %2.51 %
Sector2.13 %1.48 %1.63 %7.31 %1.81 %2.68 %2.68 %1.48 %1.42 %1.63 %
6 Month4.69 %1.01 %-3.07 %2.30 %-5.94 %-4.29 %-7.29 %0.57 %-1.75 %-2.57 %
Benchmark3.81 %3.37 %3.85 %3.85 %3.85 %4.33 %4.33 %3.37 %3.85 %4.33 %
Sector3.66 %0.84 %-0.74 %2.16 %-0.63 %-1.88 %-1.88 %0.84 %-0.70 %-0.74 %
1 Year9.97 %5.88 %0.77 %3.57 %-0.29 %-1.15 %1.89 %4.16 %1.60 %0.44 %
Benchmark7.55 %9.58 %10.58 %10.58 %10.58 %11.58 %11.58 %9.58 %10.58 %11.58 %
Sector8.26 %5.99 %6.22 %9.81 %6.72 %9.75 %9.75 %5.99 %5.26 %6.22 %
3 Year25.01 %20.94 %19.22 %49.13 %9.58 %20.18 %14.17 %19.16 %19.87 %20.08 %
Benchmark21.49 %28.61 %32.19 %32.19 %32.19 %35.84 %35.84 %28.61 %32.19 %35.84 %
Sector22.97 %21.19 %19.13 %58.31 %16.45 %15.08 %15.08 %21.19 %18.88 %19.13 %
5 Year41.78 %44.70 %59.90 %91.91 %32.19 %54.31 %51.60 %40.87 %51.95 %60.03 %
Benchmark35.95 %99.01 %190.53 %209.60 %205.72 %189.72 %68.67 %177.63 %205.47 %228.48 %
Sector39.75 %51.46 %61.10 %108.00 %56.03 %59.21 %59.21 %51.46 %55.32 %61.10 %
Since Inception42.54 %100.27 %150.90 %403.36 %163.98 %113.71 %59.28 %165.92 %193.13 %176.10 %
Benchmark35.95 %99.01 %190.53 %209.60 %205.72 %189.72 %68.67 %177.63 %205.47 %228.48 %
Sector41.22 %101.33 %173.10 %544.57 %259.89 %130.25 %70.12 %187.76 %205.80 %218.56 %
R100 Invested Past 12 Months:
FundR 109.97R 105.88R 100.77R 103.57R 99.71R 98.85R 101.89R 104.16R 101.6R 100.44
SectorR 108.26R 105.99R 106.22R 109.81R 106.72R 109.75R 109.75R 105.99R 105.26R 106.22
BenchmarkR 107.55R 109.58R 110.58R 110.58R 110.58R 111.58R 111.58R 109.58R 110.58R 111.58
Ratios:
Annual Risk3.04 %4.26 %7.04 %14.95 %9.19 %13.76 %10.07 %5.86 %7.80 %9.13 %
Sharpe Ratio1.46 %2.39 %1.22 %1.97 %0.98 %0.44 %1.35 %1.44 %1.56 %1.16 %
Sortino Ratio0.97 %1.25 %0.51 %0.86 %0.42 %0.18 %0.61 %0.60 %0.65 %0.46 %
Annual Yield (Last Quarter)7.80 %5.33 %1.81 %3.77 %1.26 %0.00 %1.50 %3.07 %1.53 %0.48 %