The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
Risk Profile
Minimum Investment
Lump Sum
Debit Order
Recommended minimum period
7 years
ASISA Sector
(ASISA) South African EQ General
Inception date
31 December 2009
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% | 1.44% | + |
Fund Expenses | 0.03% | ||
Total Expense Ratio | 1.47% | + | |
Fund Transacting Costs | 0.11% | ||
Total investment charges | 1.58% |
Date | Fund price | Market change | Unit count |
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