The unit trust portfolio is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity unit trust portfolio.
Risk Profile
Minimum Investment
Lump Sum
Debit Order
Recommended minimum period
7 years
ASISA Sector
(ASISA) South African EQ Financial
Inception date
03 November 2003
Benchmark
FTSE/JSE Ind/Financials Index
Past performance is not indicative of future performance and does not predict future returns.
Excluding VAT | Including VAT | ||
---|---|---|---|
Fund management fee | 1.50% | 1.73% | + |
Fund Expenses | 0.25% | ||
Total Expense Ratio | 1.98% | + | |
Fund Transacting Costs | 0.11% | ||
Total investment charges | 2.09% |
Date | Fund price | Market change | Unit count |
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