Overview
Multi-Managed Future Focus Equity Fund

Multi-Managed Future Focus Equity Fund

The unit trust portfolio is suitable for investors who require high levels of income and capital preservation and provides an attractive alternative to current and savings accounts and may be used to diversify away from equity assets or as a short-term investment for capital. The portfolio typically displays very little volatility.

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

31 January 2025

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
  • Inflation
Recommended minimum: 7 years

Annual fees and charges

1.09%

Investment charges

Excluding VAT Including VAT
Fund management fee 0.85% 0.98% +
Fund Expenses 0.05%
Total Expense Ratio 1.03% +
Fund Transacting Costs 0.06%
Total investment charges 1.09%

Price

-0.23%

Market change

1 051.30

Fund price

Date Fund price Market change Unit count

Income Distribution

-

Cents per unit

Latest date

Annually

Frequency

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