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Bravata Worldwide Flexible Fund
Bravata Worldwide Flexible Fund
The unit trust portfolio is suitable for investors looking for a balanced exposure to both domestic and offshore assets, with maximum capital appreciation as their primary goal. The portfolio may be subject to currency fluctuations due to its offshore exposure, but will typically display lower volatility than a general equity unit trust portfolio.
Risk Profile
Medium high
Minimum Investment
Lump Sum
R10 000
Debit Order
R250
Recommended minimum period
5 years
ASISA Sector
(ASISA) Wwide MA Flexible
Inception date
31 October 2016
Benchmark
SA Inflation + 5%
Fund managers
Aylett Fund Managers
Aylett & Co. is an owner-managed company whose objective is to manage investments in a rational, well informed and independent manner. They seek to buy great businesses that are well managed and trading at a discount to intrinsic value.
Aylett does not view ESG as stand-alone factors, but rather as an important cog when assessing a company’s investment proposition. It is these non-financial issues that often form the basis for interacting with company management. The evolution of ESG as a risk assessment tool has been embraced by the investment team, and Aylett continues to participate actively at company AGMs.
Aylett & Co. was established in 2005 and has managed the Nedgroup Investments Bravata Fund since its inception.
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- SA Inflation + 5%
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 1.10% | 1.27% | + |
| Fund Expenses | 0.09% | ||
| Total Expense Ratio | 1.36% | + | |
| Fund Transacting Costs | 0.09% | ||
| Total investment charges | 1.45% | ||
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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