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-0.18  /  -0.19%

0.9271

NAV (ZAR) on 2024/09/12
NAV (ZAR) on 2024/09/11 0.9289
52 week high on 2024/06/07 0.9790
52 week low on 2023/11/03 0.7995
Total Expense Ratio on 2024/06/30 1.71
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 0.79% 0.79%
3 month change -2.93% -2.93%
6 month change -0.53% -0.53%
1 year change 6.55% 6.55%
5 year change 0% 0%
10 year change 0% 0%
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 investment strategy is to manage a flexible asset alloca..on in a pragma..c and structured manner to achieve the fund objec..ves. To this end the manager will invest in both direct equi..es accross mul..ple jurisdic..ons and indirect global global equi..es through par..cipatory interests in collec..ve investment schemes including ETF's and ETN's. This creates a mul..manager por..olio strategy. The fund will have at all ..mes exposure to at least 4 underlying equity management houses but not more than 8. The diversifica..on strategy is further implemented by ensuring the underlying managers are complementary to each other even where style bias may look similar. As the mandate is one of growth over long periods of ..me the strategy of the manager is to hold combina..ons of reputable large cap quality growth companies; small, medium and large cap innova..on driven companies and where appropriate indirect exposure to unlisted growth companies. the manager's strategyis to add addi..onal sources of growth through exposure to alterna..ve assets that offer a combina..on of more predictable but above infla..on returns and or enhanced capital protec..on.

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