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Back
Managed Fund
Managed Fund
The unit trust portfolio is suitable for investors requiring moderate capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds. Diversification across all asset classes, and a maximum equity exposure of 75%, helps to reduce risk and volatility relative to a general equity portfolio.
Risk Profile
Medium
Minimum Investment
Lump Sum
R10 000
Debit Order
R250
Recommended minimum period
5 years
ASISA Sector
South African - Multi Asset - SA High Equity
Inception date
02 January 2009
Benchmark
ASISA Category Average
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- ASISA Category Average
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 1.10% | 1.27% | + |
| Fund Expenses | 0.04% | ||
| Total Expense Ratio | 1.31% | + | |
| Fund Transacting Costs | 0.48% | ||
| Total investment charges | 1.79% | ||
Price
Market change
Fund price
| Date | Fund price | Market change | Unit count |
|---|
Income Distribution
Cents per unit
Latest date
Frequency
Responsible Investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
Learn more about our investment strategy
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