The Africa folio was developed for investors seeking higher capital appreciation potential and diversification through African markets with higher volatility.
The Africa folio consists of large companies with primary business operations on the African continent.
Africa is a region that is not as readily accessible through other investment vehicles. Many African nations are experiencing rapid growth which can provide potential for strong capital appreciation, although with a generally higher level of risk.
Last Updated: July 20, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-7.48%||5.9%|
|1 Year Volatility||17.76%||12.54%|
* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.
(% of Folio)
|1||AFK||vaneck vectors africa index etf||35.00%|
|2||AU||anglogold ashanti ltd adr||3.00%|
|3||AZRE||azure pwr global ltd shs||3.00%|
|4||CRSP||crispr therapeutics ag namen akt||3.00%|
|5||DRD||drdgold ltd adr new||3.00%|
|6||EZA||ishares msci south africa index fund||35.00%|
|7||GFI||gold fields ltd new adr||3.00%|
|8||GOLD||randgold res ltd adr||3.00%|
|9||HMY||harmony gold mng ltd adr||3.00%|
|10||MIXT||mix telematics ltd sponsored adr||3.00%|
|11||SBGL||sibanye gold ltd adr||3.00%|
|12||SSL||sasol ltd adr||3.00%|
There are generally 10 securities in this folio, although, this number can change.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a Folio has been updated that you place orders to update your holdings.