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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. The investment manager utilises quantitative techniques to meet the portfolio's objective. 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 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 - General
General Equity Unit Trust Mean
Medium to high
Minimum 5 - 7 years
31 December
20 November 1999
Lump sum R10,000 / Monthly debit order R500
Initial fee: 0%
Financial planning fee: max 3.42%
Annual portfolio management fee (R): 0.86%
Annual portfolio management fee (A): 1.14%
| 1 year to 31 Dec 2011: | 2.8% pa |
| 3 years to 31 Dec 2011: | 16.5% pa |
| 5 years to 31 Dec 2011: | 8.1% pa |
| 7 years to 31 Dec 2011: | 15.4% pa |
| 10 years to 31 Dec 2011: | 16.2% pa |
| Class: R | | | Price: 438.44 |
| Class: A | | | Price: 438.32 |
| Class: A1 | | | Price: - |
| Class: B | | | Price: - |
| Share: | % Fund |
|---|---|
| BHP Billiton Plc | 7.7 |
| MTN Group Ltd | 7.0 |
| Sasol Ltd | 6.6 |
| Anglo American Plc | 5.9 |
| Old Mutual Plc | 3.8 |
| Standard Bank Group Ltd | 3.2 |
| The Bidvest Group Ltd | 2.4 |
| British American Tobacco Plc | 2.3 |
| FirstRand Ltd | 2.0 |
| Steinhoff Int Hld Ltd | 1.8 |