The portfolio will seek a degree of income and real capital growth objectives through a blended allocation to risky assets and income yielding assets.
Risk Profile
Minimum Investment
Lump Sum
Debit Order
Recommended minimum period
3 years
ASISA Sector
(ASISA) South African MA Low Equity
Inception date
03 May 2004
Benchmark
SA Inflation + 3%
Past performance is not indicative of future performance and does not predict future returns.
Excluding VAT | Including VAT | ||
---|---|---|---|
Fund management fee | 1.00% | 1.15% | + |
Fund Expenses | 0.16% | ||
Total Expense Ratio | 1.31% | + | |
Fund Transacting Costs | 0.04% | ||
Total investment charges | 1.35% |
Date | Fund price | Market change | Unit count |
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