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-2.64  /  -0.29%

924.39

NAV on 2021/02/26
NAV on 2021/02/25 927.03
52 week high on 2020/03/11 960.47
52 week low on 2020/04/03 892.15
Total Expense Ratio on 2020/12/31 0.8
Total Expense Ratio (performance fee) on 2020/12/31 0
NAV
Incl Dividends
1 month change -1.2% -1.2%
3 month change -0.6% 0.88%
6 month change -0.01% 3.3%
1 year change -3.55% 3.35%
5 year change -3% 5.3%
10 year change 0% 0%
Price data is updated once a day.
Click and drag to zoom in on timeline.
  • Sectoral allocations
Financials 15.54 8.97%
Liquid Assets 9.00 5.19%
Other Sec 8.58 4.95%
SA Bonds 140.19 80.89%
  • Top five holdings
 SAFARI 7.98 4.6%
 TOWER 4.29 2.47%
 INVESTEC-P 3.80 2.19%
 PSGFIN PREF 3.47 2%
 DIPULA B 2.71 1.56%
  • Performance against peers
  • Fund data  
Management company:
Bridge Fund Managers (Pty) Ltd.
Formation date:
2004/11/09
ISIN code:
ZAE000181368
Short name:
U-PLXFLXN
Risk:
Unknown
Sector:
South African--Multi Asset--Income
Benchmark:
STeFI Composite Index + 1%
  • Fund management  
Ian Anderson
Ian joined Grindrod Asset Management as Chief Investment Officer in September 2009. Prior to that, he ran his own consultancy where his clients included Marriott Asset Management, Fortress Asset Managers (part of the Resilient group of companies) and the Property Loan Stock Association of South Africa. Ian was the Investment Director at Marriott Asset Management from 2002 to 2007, having joined the firm as an Investment Analyst in 1996. Ian has been involved in the management of specialist listed property portfolios for the past 15 years.
Richard Henwood
Richard has over 12 years of investment experience which he gained in both the UK and South Africa. He spent 9 years in London working for global investment manager Schroders Investment Management, and hedge funds Trafalgar Asset Managers and CapeView Capital LLP. There he gained valuable insight into various investment strategies including long-only, event-driven, credit, private equity and long-short equity. He returned to South Africa in 2013 and worked for Atlas Trading (Grindrod) before joining Bridge Fund Managers (formerly Grindrod Asset Management) in 2014.


  • Fund manager's comment

2020/02/14 00:00:00
The Bridge High Income Fund’s objective is to provide investors with a high current income and low capital volatility. It achieves this by investing in a portfolio of f ixed-interest and listed property securities. The portfolio is managed according to a low-risk profile. This fund is available to be used within our Tax-Free Savings Plan, by virtue of S12T of the Income Tax Act.
  • Fund focus and objective  
The Bridge High Income Fund's objective is to provide investors with a high current income and low capital volatility. It achieves this by investing in a portfolio of fixed interest and listed property securities. The portfolio is managed according to a low risk profile. Tax free instrument by virtue of S12T of the Income Tax Act
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