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The unit trust portfolio 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 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
3 July 2000
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: | 5.8% pa |
| 3 years to 31 Dec 2011: | 17.2% pa |
| 5 years to 31 Dec 2011: | 8.4% pa |
| 7 years to 31 Dec 2011: | 16.1% pa |
| 10 years to 31 Dec 2011: | 20.2% pa |
| Class: R | | | Price: 8026.56 |
| Class: A | | | Price: 8006.77 |
| Class: A1 | | | Price: 7999.84 |
| Class: B | | | Price: - |
| Share: | % Fund |
|---|---|
| MTN Group Ltd | 10.5 |
| Naspers Ltd-N- | 9.7 |
| Anglo American Plc | 9.4 |
| Sasol Ltd | 7.4 |
| BHP Billiton Plc | 6.3 |
| Anglogold Ashanti Ltd | 6.0 |
| Anglo American Platinum Corp Ld | 4.8 |
| Investec Plc | 3.6 |
| Imperial Holdings Ltd | 3.3 |
| Trencor Ltd | 3.2 |