Private Wealth Equity Fund
Investor Profile
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.
Investment managers
Nedgroup Private Wealth
Nedgroup Private Wealth (Pty) is authorised as a Financial Services Provider under the Financial Advisory and Intermediary Services Act (FSP No. 828).
Risk profile
Minimum investment
Lump sum: R10 000* Debit order: R250* The R250 minimum is only for UT and TFI products. The minimum for products such as retirement annuity, endowments, pension preservations and provident preservations is R500.Recommended minimum period
7 yearsInception date
01 May 2004
Asisa category
(ASISA) South African EQ General
Benchmark
FTSE/JSE Capped SWIX 40 (3)
Performance (since inception)
Past performance is not indicative of future performance and does not predict future returns.
Annual fees and charges Fees calculator
| excl VAT | incl VAT | |
|---|---|---|
| Fund management fee | 1.00% | 1.15% |
| + | ||
| Fund expenses | 0.11% | |
| Total expense ratio | 1.26% | |
| + | ||
| Fund transacting costs | 0.17% | |
| Total investment charges | 1.43% | |
Price as at View all prices
| Fund price | Market change | Unit count |
|---|---|---|
| 9 437.43 |  0.84% |
702 389.4418 |
Income distribution
| Cents per unit | Latest date | Frequency |
|---|---|---|
| 158.07 | 31 December 2024 | Annually |
Income DistributionResponsible investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
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