The unit trust portfolio is suitable for investors for whom a balanced risk-orientated investment policy is appropriate.
Risk Profile
Minimum Investment
Lump Sum
Debit Order
Recommended minimum period
5 years
ASISA Sector
(ASISA) South African MA High Equity
Inception date
02 January 2008
Benchmark
SA Inflation + 5%
Past performance is not indicative of future performance and does not predict future returns.
Excluding VAT | Including VAT | ||
---|---|---|---|
Fund management fee | 1.06% | 1.22% | + |
Fund Expenses | 0.12% | ||
Total Expense Ratio | 1.34% | + | |
Fund Transacting Costs | 0.21% | ||
Total investment charges | 1.55% |
Date | Fund price | Market change | Unit count |
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