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A specialist equity unit trust portfolio that seeks to offer investors long-term capital growth by actively investing in the mining and resources sector of the 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 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.
Domestic - Equity - Resources & Basic Industries
Resources & Basic Industries Unit Trust Mean
High
Minimum 5 - 7 years
31 December
30 September 1994
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%
| 1 year to 31 Dec 2011: | -1.7% pa |
| 3 years to 31 Dec 2011: | 15.6% pa |
| 5 years to 31 Dec 2011: | 9.9% pa |
| 7 years to 31 Dec 2011: | 20.8% pa |
| 10 years to 31 Dec 2011: | 15.9% pa |
| Class: R | | | Price: 1447.72 |
| Class: A | | | Price: 1447.29 |
| Class: A1 | | | Price: - |
| Class: B | | | Price: - |
| Share: | % Fund |
|---|---|
| Sasol Ltd | 19.1 |
| Mondi Ltd | 2.3 |
| Mondi Plc | 3.9 |
| Sappi Ltd | 0.5 |
| Anglo American Plc | 19.7 |
| AngloGold Ashanti Ltd | 6.2 |
| BHP Billiton Plc | 18.8 |
| Exxaro Resources Ltd | 7.1 |
| Gold Fields Ltd | 5.0 |
| Impala Platinum Holdings Ltd | 4.3 |