Top Risk-Adjusted Performance

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Our funds continue to deliver consistent top risk-adjusted performance over both short and long-term periods.  The following tables rank the performance and risk-adjusted performance against the peers as per the ASISA classifications:

REZCO PRUDENTIAL FUND

PERFORMANCE PERIOD PERFORMANCE PEER RANKING RISK-ADJUSTED PEER RANKING*
1 Year 1 / 111 2 / 111
2 Year 1 / 98 1 / 98
3 Year 1 / 84 1 / 84

REZCO VALUE TREND FUND

PERFORMANCE PERIOD PERFORMANCE PEER RANKING RISK-ADJUSTED PEER RANKING*
2 Years 7 / 69 1 / 69
3 Years 4 / 63 2 / 63
5 Years 13 / 58 3 / 58
8 Years 2 / 35 1 / 35

source: Morningstar, performance were measured for the periods ending  31 December 2013
*Risk-adjusted rankings are based on Sortino Ratios.

For more details on the above please click here: REZCO Risk and Performance Peer Rankings

Disclaimer: Unit trusts are medium to long term investments. The value of units may go down as well as up and past performance is not necessarily a guide to the future.