The unit trust portfolio is suitable for investors who require specific exposure to small- and mid-cap 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 higher 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 Mid/Small Cap
Inception date
03 November 2003
Benchmark
ASISA Category Average
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 | 0.03% | ||
Total Expense Ratio | 1.76% | + | |
Fund Transacting Costs | 0.15% | ||
Total investment charges | 1.91% |
Date | Fund price | Market change | Unit count |
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