The unit trust portfolio is suitable for investors seeking offshore exposure to developed financial markets 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. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.
Risk Profile
Minimum Investment
Lump Sum
Debit Order
Recommended minimum period
7 years
ASISA Sector
(ASISA) Global EQ General
Inception date
29 October 2004
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 | 1.25% | 1.25% | + |
Fund Expenses | 0.08% | ||
Total Expense Ratio | 1.33% | + | |
Fund Transacting Costs | 0.04% | ||
Total investment charges | 1.37% |
Date | Fund price | Market change | Unit count |
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