Discovery Equity fund is ranked no. 1!

Dear All,

Second post of the evening.

I thought that i had best share this with you!

Taken from the EDiscoverer dated Thursday 18/11/2010.

Discovery Equity Fund first in its sector

The Discovery Equity Fund was ranked first in its sector over the three-year period since its inception.

The fund outperformed its stated benchmark by 22.35% over the three-year period. The fund was competing with 72 other funds for the top performer and came out on top.

If a client had R100 000 invested in the Discovery Equity Fund when it was launched, they would have grown their investment to R135 126. This performance is staggering considering the three-year period included one of the largest market crashes in history.

Table of three-year performance:

Fund name

Rank

Return

Discovery Equity

1

35.13%

ABSA Select Equity

2

33.53%

Marriott Dividend Growth R

3

32.95%

Aylett Equity A3

4

28.20%

Coronation Equity R

5

22.42%

Kagiso Equity Alpha

6

19.67%

Foord Equity R

7

18.91%

Capstone Active Equity FoF

8

18.57%

Old Mutual RAFI 40 Tracker A

9

17.82%

Prudential Equity A

10

17.33%

Allan Gray Equity A

11

17.32%

Nedgroup Inv Rainmaker A

12

16.92%

ABSA General R

13

16.38%

Nedgroup Inv Quants Core Eq A

14

14.45%

SIM General Equity R

15

14.37%

SIM Top Choice Equity A1

16

13.96%

Investec Active Quants A

17

13.46%

Element Earth Equity A

18

12.95%

Prescient Eqty Active Quant A1

19

12.87%

Metropolitan Multi-Manager Equity

20

12.52%

STANLIB Index R

21

12.52%

Plexus RAFI® Enhanced SA Strategy A

22

12.13%

Old Mutual Growth R

23

12.02%

Old Mutual Top Companies R

24

11.93%

Old Mutual Investors R

25

11.22%

STANLIB MM All Stars Eq FoF A

26

11.01%

FNB Growth

27

10.93%

Coris Capital General Equity

28

10.85%

Element Islamic Equity A

29

10.51%

Old Mutual Active Quant Equity A

30

10.27%

Prescient Eqty Quant A1

31

10.22%

Analytics Managed Equity A

32

10.03%

Gryphon All Share Tracker

33

9.90%

Oasis General Equity

34

9.48%

MI-PLAN IP Beta Equity B2

35

9.35%

Community Growth Equity

36

8.08%

Old Mutual High Yield Opp A

37

8.08%

PSG Konsult Creator FoF A

38

7.72%

RMB Equity R

39

7.33%

Sasfin Equity

40

6.93%

SYmmETRY Equity FoF A

41

6.30%

Inv Solutions MM Equity A

42

6.21%

PSG Equity A

43

5.77%

Nedgroup Inv Equity R

44

5.27%

SMMI Equity FoF A

45

5.23%

Metropolitan General Equity

46

5.16%

BJM Core Equity B1

47

5.02%

STANLIB MM Equity A1

48

4.84%

Momentum MultiFocus FoF

49

4.57%

Huysamer Equity A1

50

4.56%

Momentum Mod Equity FoF B1

51

4.56%

Hermes Equity A

52

4.54%

FG Mercury Equity FoF A1

53

3.52%

Harvard House General Equity

54

3.24%

Lion of Africa General Equity

55

2.00%

Momentum Aggressive Equity FoF B1

56

1.91%

Maestro Equity A

57

1.42%

Valugro General Equity

58

1.13%

Investec Equity R

59

0.43%

Cannon Equity A

60

0.21%

Oasis Crescent Equity

61

-0.32%

Indequity Technical

62

-0.98%

PSG Alphen Equity FoF A

63

-1.82%

Stewart Macro Equity FoF A

64

-3.68%

Interneuron Equity

65

-4.85%

ABSA Growth FoF

66

-7.28%

STANLIB Shari’ah Equity A

67

-9.88%

STANLIB Equity R

68

-12.04%

Sasfin Twenty Ten

69

-13.95%

Futuregrowth Albaraka Equity

70

-15.08%

Tri-Linear Equity

71

-15.29%

STANLIB SA Equity R

72

-15.76%

STANLIB Nationbuilder A

73

-33.85%

 *source Morningstar

Your Discovery clients have experienced even greater benefits than this

 As and When Investment Integrator

For Discovery clients who had a LIFE PLAN over the period and had chosen the Discovery Equity Fund in an Endowment Plan, their returns would have been boosted even further through the Investment Integrator.

Through the refunds of fees, the three year performance figure is 42.05% – almost 9% more than the next best fund available!

Discovery Escalator – Discovery Equity Fund

The Escalator Fund based on the Discovery Equity Fund returned 26.46% since its inception on 15 November 2007. This fund has a guaranteed price per unit of R101.17. This implies that investors who bought units on the launch date of the fund would already have guaranteed the capital value of each unit. This is exceptional considering 12 of the funds in the General Equity Sector did not provide a return of capital over same period.

FAIS notice and disclaimer:

Collective Investment Schemes in Securities (CIS) are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. CIS are traded at ruling prices and can engage in borrowing and scrip lending. A schedule of fees and charges and maximum commissions is available on request from the Discovery Life Collective Investment (Pty) Ltd. Commission and incentives may be paid and if so, would be included in the overall costs. The above portfolio performance is calculated on a NAV to NAV basis and does not take any initial fees or taxes into account. Income is reinvested. Actual investment performance will differ based on the initial fees applicable, the actual investment date and the date of reinvestment of income. Past performance is not necessarily an indication of future performance. Figures quoted are from Morningstar, for the period ending 5 November 2010 for a lump, using NAV-NAV prices, with income distributions reinvested. Discovery Life Collective Investment (Pty) Ltd is a member of ASISA. The Escalator funds are non CIS Funds and are therefore not governed by the Collective Investment Schemes Control Act.

Regards
Kenny

Remember…it Pays to have Cover!

Discovery Equity fund is ranked no. 1! was last modified: September 15th, 2016 by Kenny Williamson

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