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The unit trust portfolio is suitable for investors who require sector specific exposure to mining and resources shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity unit trust portfolio.
M&G Investments Southern Africa was established in 1994 and has managed the Nedgroup Investments Mining & Resources Fund since 2004. The local asset manager is part of the wider M&G plc group, one of Europe’s largest active investment managers.
Long-term investors by nature, their investment philosophy is to search for value within prudent risk parameters. As active managers, their investment capability is to uncover shares that provide a better return than the market and they have a proven track record within the basic materials sector.
Alongside its firmwide commitment to responsible investing, M&G Investments is one of the leading South African fund managers when considering their level of disclosure and transparency. This is supported by a biannual Stewardship Report and its continued involvement with both the Codes for Responsible Investing in South Africa (CRISA) and the United Nations Principles for Responsible Investing (UNPRI).
03 November 2003
(ASISA) South African EQ Resources
FTSE/JSE Ind/Basic Materials Index
Past performance is not indicative of future performance and does not predict future returns.
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||1.76%|
|Fund transacting costs||0.23%|
|Total investment charges||1.99%|
|Fund price||Market change||Unit count|
|Cents per unit||Latest date||Frequency|
|241.85||30 December 2022||Annually|
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