Back to www.finwel.co.za | Logout

Finwel Managed Equity Portfolios

Fund Description

 

 

Minimum Investment

100000

Company

Finwel Financial Management Services (Pty) Ltd

Fund Manager Contact Number

+27 (0)87 135 6631

Fund Manager Email

info@finwel.co.za

Asset Class

Stocks

Liquidity

Monthly

Disclaimer

THIS DOES NOT CONSTITUTE A SOLICITATION TO BUY OR AN OFFER TO SELL. NO INVESTMENT SHOULD BE MADE WITHOUT FULLY REVIEWING THE ASSOCIATED RISK FACTORS, FEES AND CONFLICTS OF INTEREST AS OUTLINED IN THE RISK DISCLOSURE DOCUMENT. THE RISK OF LOSS IN TRADING FUTURES CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE IN FUTURES TRADING CAN WORK AGAINST YOU AS WELL AS FOR YOU. THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. TRADE ONLY WITH RISK CAPITAL.

MONTHLY GROWTH

Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec Total
2014 1.87 2.62 2.09 2.98 2.53 2.17 2.47 2.81 3.02 2.54 2.70 2.15 29.95
2015 2.04 2.17 2.14 2.81 2.32 2.02 2.18 2.47 2.17 2.38 2.40 2.26 27.36
2016 1.98 2.16 2.62 2.17 3.06 2.71 2.17 2.61 1.96 2.88 2.11 2.27 28.7
2017 2.02 2.09 2.41 2.08 2.98 2.49 2.23 1.92 1.90 2.67 2.03 2.19 27.01
2018 2.23 2.62 2.19 3.02 2.84 1.98 2.97 3.14 2.27 2.33 2.71 2.07 30.37
2019 2.17 2.46 2.90 3.28 2.09 2.13 3.11 4.03 3.97 2.31 2.70 2.04 33.19
2020 2.30 2.89 2.65 4.37 3.17 2.93 2.88 2.43 2.59 4.40 2.24 2.51 35.36
2021 2.00 1.99 1.96 1.88 2.01 1.12 2.11 1.21 1.07 2.01 1.01 1.60 19.97
2022 1.16 1.37 1.49 1.34 1.28 1.56 1.40 1.61 1.30 1.53 1.69 1.90 17.63
2023 1.38 1.29 1.36 1.33 1.28 0.21 0.12 1.11 8.08