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Back
Contrarian Value Equity Feeder Fund
Contrarian Value Equity Feeder Fund
This unit trust portfolio is suitable to investors seeking exposure to global equities 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.
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
14 March 2025
Benchmark
ASISA Category Average
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- ASISA Category Average
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 1.10% | 1.10% | + |
| Fund Expenses | 0.10% | ||
| Total Expense Ratio | 1.20% | + | |
| Fund Transacting Costs | 0.05% | ||
| Total investment charges | 1.25% | ||
Price
Market change
Fund price
| Date | Fund price | Market change | Unit count |
|---|
Income Distribution
Cents per unit
Latest date
Frequency
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