11.4 /
0.93%
12.2256
NAV (ZAR) on 2024/09/13
| NAV (ZAR) on 2024/09/12 |
12.1116 |
| 52 week high on 2024/08/22 |
12.5614 |
| 52 week low on 2023/11/01 |
10.6966 |
| Total Expense Ratio on 2017/03/31 |
1.25 |
| Total Expense Ratio (performance fee) on 2017/03/31 |
0 |
Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.
The free version only lists 5 shares. Subscribe to see the full list.
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Fund Objective
The fund seeks maximum capital appreciation as its primary investment objective through predominantly investing in growth shares.
This fund is suited for clients with a slightly higher risk profile than those who normally invest in a general equity fund.
Why Choose This Fund?
- The fund is for investors seeking capital appreciation over the long term. It is therefore not recommended for investment terms of less than 5 years.
- The fund aims to outperform the FTSE/JSE All Share Index over the long term.
- The fund is mandated to invest up to 20% offshore.
- The fund is actively managed and will take large positions in high conviction, thoroughly researched, quality companies.
Additional Fund Information
- The fund manager may borrow up to 10% of the market value of the portfolio to bridge insufficient liquidity.
- Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down.
