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1.63  /  0.1%

16.0597

NAV (ZAR) on 2024/09/12
NAV (ZAR) on 2024/09/11 16.0434
52 week high on 2024/09/12 16.0597
52 week low on 2023/10/30 14.6841
Total Expense Ratio on 2024/06/30 1.58
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 2.13% 2.13%
3 month change 2.78% 5.55%
6 month change 5.04% 7.87%
1 year change 7.43% 13.03%
5 year change 3.75% 8.21%
10 year change 2.95% 7.27%
Price data is updated once a day.
Unit trust and ETF performances for periods greater than 12 months are annualised.

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.
Currently there is no data on shares being held by this fund. Use our tool to find another fund.

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  • Fund focus and objective  
The portfolio will invest in a combination of equities, bonds, money market instruments, listed property as well as international equities and fixed interest investments. The portfolio will be broadly diversified across asset classes. Active asset allocation and securities selection strategies appropriate to the needs of cautious investors will be followed. Net exposure to equities both in South Africa and foreign markets will not exceed 40%. This portfolio will be managed in accordance with regulations governing pension funds. The investment manager will also be allowed to invest in financial instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective.Apart from the above, the portfolio may also invest in participatory interests of portfolios of collective investment schemes registered in the Republic of South Africa or of participatory interest in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and the trustee of a sufficient standard to provide for investor protection which is at least equivalent to that in South Africa.The Manager shall be permitted to invest on behalf of the Graviton Sanlam Collective Investments Low Equity Fund in offshore investments as legislation permits.

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