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3.23  /  0.1%

31.7318

NAV (ZAR) on 2024/09/12
NAV (ZAR) on 2024/09/11 31.6995
52 week high on 2024/06/06 32.8428
52 week low on 2023/11/03 28.5537
Total Expense Ratio on 2024/06/30 1.57
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 0.64% 0.64%
3 month change -0.81% -0.81%
6 month change -0.31% -0.31%
1 year change 4.58% 4.58%
5 year change 6.84% 6.84%
10 year change 7.72% 7.82%
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  
This fund aims to provide investors with a long-term capital growth in Dollar terms by investing in a balanced portfolio of collective investments. The fund is diversified across the major asset classes, countries and regions. This fund also provides manager diversification which should help the portfolio to have a lower volatility than similar mandated single manager portfolios.

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