We are delighted to share the news with our clients, that the December month has been a good month, for the local Aven Funds, across all risk categories.
The one year returns to end December 2023, range from 12.42% for the Aven Consulting Cautious Fund, to 19.92% for The Aven Consulting Flexible Fund.
These funds are primarily suitable for medium to longer term investment horizons.
The returns over three- and five-year periods are also looking excellent, and a significant real return in excess of inflation has been achieved in all risk categories, over these periods.
Lastly, the relative outperformance of the respective fund categories is what we are most pleased about, as this compares the funds to others of a similar nature, based on underlying assets and risk category.
The performance of our low-risk fund (Aven Cautious), over a 5-year period, is 9.87% p/a vs the category average of 7.85% p/a, which works out as 49.35% vs 39.25% over the 5 years.
Based on a similar exercise, the Aven Moderate Aggressive would have provided a return of 62.25% over 5 years vs a category average of 46.05% (35% outperformance).
We are confident that the models and methodology we are using, which includes quarterly one on one meetings with our fund managers, and the research and analysis that is being done by our fund managers, will continue to provide excellent investment outcomes to our clients.
Our funds are available as underlying assets on a wide variety of investments.
Please contact us if you would like any additional information on how to access and benefit from being invested in them. Let us know and we would be happy to have a discussion in this regard.
Find the fact sheets under "Our Funds"