The unit trust portfolio is suitable for investors seeking low cost offshore exposure to developed financial markets as part of their overall investment strategy and who do not wish to make complex asset allocation decisions between equities, cash and bonds in offshore markets. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.
Risk Profile
Minimum Investment
Lump Sum
Debit Order
Recommended minimum period
5 years
ASISA Sector
Global - Multi Asset - High Equity
Inception date
31 December 2015
Benchmark
ASISA Category Average
Past performance is not indicative of future performance and does not predict future returns.
Excluding VAT | Including VAT | ||
---|---|---|---|
Fund management fee | 0.35% | 0.35% | + |
Fund Expenses | 0.16% | ||
Total Expense Ratio | 0.51% | + | |
Fund Transacting Costs | 0.00% | ||
Total investment charges | 0.51% |
Date | Fund price | Market change | Unit count |
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