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An equity unit trust portfolio that seeks to offer investors long-term capital growth through active stock selection within the South African equity market. A minimum of 75% of the portfolio's assets will be invested in domestic equities at all times.
The unit trust portfolio is suitable for investors who favour a growth style, 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.
Domestic - Equity - Growth
Growth Unit Trust Mean
Medium to high
Minimum 5 - 7 years
31 December
13 April 1987
Lump sum R10,000 / Monthly debit order R500
Initial fee: 0%
Financial planning fee: max 3.42%
Annual portfolio management fee (R): 1.14%
Annual portfolio management fee (A): 1.71%
Annual portfolio management fee (A1): 2.00%
| 1 year to 31 Dec 2011: | 1.3% pa |
| 3 years to 31 Dec 2011: | 17.3% pa |
| 5 years to 31 Dec 2011: | 6.8% pa |
| 7 years to 31 Dec 2011: | 15.1% pa |
| 10 years to 31 Dec 2011: | 18.3% pa |
| Class: R | | | Price: 1622.44 |
| Class: A | | | Price: 1621.59 |
| Class: A1 | | | Price: 1621.17 |
| Class: B | | | Price: 1620.58 |
| Share: | % Fund |
|---|---|
| Trencor Ltd | 8.6 |
| Anglo American Plc | 7.6 |
| Clientele Ltd | 5.1 |
| Italtile Ltd | 4.6 |
| Foord Compass Ltd-Debentures | 4.3 |
| MTN Group Ltd | 4.3 |
| Old Mutual Plc | 4.2 |
| Sasol Ltd | 4.0 |
| BHP Billiton Plc | 3.9 |
| Combined Motor Holdings Ltd | 3.8 |