The unit trust portfolio is suitable for investors seeking offshore exposure to emerging markets as part of their overall investment strategy, with maximum capital appreciation as their primary goal. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives.
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
High
Minimum Investment
Lump Sum
R10 000
Debit Order
R250
Recommended minimum period
7 years
ASISA Sector
(ASISA) Global EQ General
Inception date
26 April 2019
Benchmark
MSCI Emerging Markets Index
Performance
Past performance is not indicative of future performance and does not predict future returns.