Contents

Contents

Performance factsheets

Overberg Asset Management publishes monthly factsheets and conveniently archives previous factsheets for both our Local and Global portfolios.

October 2016

OAM Local Growth Portfolio:

Conservative South African diversified growth portfolio, using medium risk strategy with consistent annual returns and moderate volatility.

OAM Local Growth Performance (ZAR)

OAM Local Income Portfolio:

Conservative South African diversified income portfolio, using low risk strategy with consistent annual returns and low volatility.

OAM Local Income Performance (ZAR)

OAM Local Real Return Portfolio:

Actively managed portfolio, designed to achieve tax efficient and superior income yield with minimal risk.

OAM Local Real Return Performance (ZAR)

OAM Global Growth Portfolio:

Conservative globally diversified growth portfolio, using medium risk strategy with consistent annual returns and moderate volatility.

OAM Global Growth Performance (BPS)

OAM Global Income Portfolio:

Conservative globally diversified income portfolio, using low risk strategy with consistent annual returns and low volatility.

OAM Global Income Performance (BPS)

Performance factsheet archive