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Back
Private Wealth Equity Fund
Private Wealth Equity Fund
The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
Risk Profile
High
Minimum Investment
Lump Sum
R10 000
Debit Order
R250
Recommended minimum period
7 years
ASISA Sector
(ASISA) South African EQ General
Inception date
02 January 2015
Benchmark
FTSE/JSE Capped SWIX 40 (3)
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- FTSE/JSE Capped SWIX 40 (3)
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 0.95% | 1.09% | + |
| Fund Expenses | 0.11% | ||
| Total Expense Ratio | 1.20% | + | |
| Fund Transacting Costs | 0.18% | ||
| Total investment charges | 1.38% | ||
Price
Market change
Fund price
| Date | Fund price | Market change | Unit count |
|---|
Income Distribution
Cents per unit
Latest date
Frequency
Responsible Investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
Learn more about our investment strategy
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