- Funds
- SA Multi-Manager
- Global Best of Breed - ZAR
- SA Best of Breed
- SA Best of Breed - Cash
- SA Core Range
- Best of Breed
- Multi-manager
- View all funds
- Fact sheets
- Core Guarded Fund
- Stable Fund
- Balanced Fund
- Core Diversified Fund
- Core Global Feeder Fund
- Opportunity Fund
- Core Accelerated Fund
- Core Bond Fund
- View all fact sheets
- Products
- Unit Trusts
- Tax-free investment
- Living Annuity Plus
- Living Annuity
- Endowment
- Provident Preservation Fund
- Pension Preservation Fund
- Retirement Annuity Fund
- News and Insights
- Best of Breed
- Multi Manager
- Core Range
- Cash - Matters of interest
- Podcasts and Videos
- Best of Breed
- Multi manager
- Cash
Back
SA Equity Fund
SA Equity Fund
The 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
South African - Equity - SA General
Inception date
19 February 2021
Benchmark
FTSE/JSE Capped SWIX All Share Index
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- FTSE/JSE Capped SWIX All Share Index
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 1.25% | 1.44% | + |
| Fund Expenses | 0.03% | ||
| Total Expense Ratio | 1.47% | + | |
| Fund Transacting Costs | 0.19% | ||
| Total investment charges | 1.66% | ||
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
For a better experience of the Nedgroup Investments website, please try the latest version of these browsers
