Bravata Worldwide Flexible Fund

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Investor Profile

The unit trust portfolio is suitable for investors looking for a balanced exposure to both domestic and offshore assets, with maximum capital appreciation as their primary goal. The portfolio may be subject to currency fluctuations due to its offshore exposure, but will typically display lower volatility than a general equity unit trust portfolio.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

3 - 5 years

Inception date

03 October 2005

Asisa category

(ASISA) Wwide MA Flexible

Benchmark

SA Inflation + 5%(rolling 3 year periods)

Performance (since inception)

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.50% 1.73%
+
Fund expenses 0.13%
Total expense ratio 1.86%
+
Fund transacting costs 0.10%
Total investment charges 1.96%

Price as at eac View all prices

Fund price Market change Unit count
496.09 -0.78% 90 679 603.6344

Income distribution

Cents per unit Latest date Frequency
5.73 31 December 2021 Annually

Responsible investing

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Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

Read more Responsible Investing Link