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31.01  /  1.22%

25.4034

NAV (ZAR) on 2024/09/12
NAV (ZAR) on 2024/09/11 25.0933
52 week high on 2024/07/15 26.0032
52 week low on 2023/10/27 21.2731
Total Expense Ratio on 2024/06/30 0.95
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 1.55% 1.55%
3 month change 0.78% 0.78%
6 month change 4.36% 4.78%
1 year change 10.56% 11.94%
5 year change 11.34% 12.73%
10 year change 7.75% 9.28%
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.

H4 Worldwide Equity Fund

Fund managed by H4 Collective Investments (RF) Pty Ltd.
Holdings Jun 2024 Mar 2024 Unit change Value change (R'000s) % of Fund
# Units Value (R'000s) # Units Value (R'000s)
  Absa Group Ltd. 160,218 253,865.420 149,075 220,824.800 11,143 33,040.620 0.8387
  Anglo American plc 79,746 459,735.690 75,522 351,298.140 4,224 108,437.550 1.5188
  Anglo American Platinum Ltd. 10,886 65,503.240 10,361 79,623.250 525 -14,120.010 0.2164
  AngloGold Ashanti plc 59,180 272,091.890 56,259 237,801.170 2,921 34,290.720 0.8989
  Anheuser-Busch InBev SA/NV 14,642 155,669.350 14,281 165,198.320 361 -9,528.970 0.5143
Total

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  • Fund focus and objective  
The H4 Worldwide Equity Fund is a moderate to high risk equity portfolio, with the primary objective of achieving maximum capital appreciation over the long term.
The portfolio invests primarily in listed equity securities and may include fixed interest securities, listed real estate and assets in liquid form. The portfolio will have a minimum equity exposure of 80%; and may invest in offshore investments as legislation permits.

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