Moneyweb Insider Gold
Create portfolios to monitor JSE shares and unit trusts
Compare the performance of up to 5 instruments
View shares held per unit trust
Receive news and Sens email alerts
Access our full Sens archives and PDFs
View annual reports in PDF
Up to 10 years' share price values
Stop these ads
and more!

17.47  /  0.85%

20.6154

NAV (ZAR) on 2024/09/12
NAV (ZAR) on 2024/09/11 20.4407
52 week high on 2024/07/15 20.9217
52 week low on 2023/10/27 17.7099
Total Expense Ratio on 2024/06/30 0.94
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 1.27% 1.27%
3 month change 0.96% 0.96%
6 month change 3.36% 4.21%
1 year change 9.86% 11.35%
5 year change 8.92% 10.78%
10 year change 5.92% 7.96%
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 Growth 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. 132,166 209,417.030 123,149 182,420.610 9,017 26,996.420 0.4802
  Anglo American plc 65,784 379,244.760 62,388 290,204.020 3,396 89,040.740 0.8696
  Anglo American Platinum Ltd. 8,980 54,034.460 8,559 65,775.060 421 -11,740.600 0.1239
  AngloGold Ashanti plc 48,819 224,455.120 46,475 196,445.180 2,344 28,009.940 0.5147
  Anheuser-Busch InBev SA/NV 12,078 128,409.670 11,797 136,464.160 281 -8,054.490 0.2944
Total

The free version only lists 5 shares. Subscribe to see the full list.

SUBSCRIBE NOW
  • Fund focus and objective  
The H4 Growth Fund is a moderate to high risk multi-asset portfolio, with the objective of achieving capital appreciation over the medium to long term at a risk level that is somewhat lower than that of a pure equity investment, and with a level of capital stability that is greater than that of a pure equity investment.
The portfolio invests primarily in listed equity securities, fixed interest securities, listed real estate and assets in liquid form. The portfolio is permitted to invest in offshore investments as legislation permits.

SEARCH COMPANIES
Enter JSE company name or share code:

SEARCH ARTICLES BY COMPANY
Enter JSE company name or share code:

SEARCH UNIT TRUST
Enter unit trust name or code:

Instrument Details  

You do not have any portfolios, please create one here.
You do not have an alert portfolio, please create one here.
INSIDER SUBSCRIPTION APP NEWSLETTERS PODCASTS RADIO / LISTEN LIVE VIDEOS WEBINARS TRENDING

Follow us: