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Back
Core Guarded Fund
Core Guarded Fund
The portfolio is suitable for conservative investors requiring a reasonable level of capital protection, with the potential for capital growth through a low exposure to equity markets relative to the average prudential portfolio and aims to provide low cost exposure to a range of local and global asset classes. The portfolio complies with Regulation 28 of the South African Pension Funds Act.
Risk Profile
Low medium
Minimum Investment
Lump Sum
R10 000
Debit Order
R250
Recommended minimum period
3 years
ASISA Sector
(ASISA) South African MA Low Equity
Inception date
27 January 2010
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 | 0.35% | 0.40% | + |
| Fund Expenses | 0.05% | ||
| Total Expense Ratio | 0.45% | + | |
| Fund Transacting Costs | 0.02% | ||
| Total investment charges | 0.47% | ||
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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