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.
Aylett & Co. is an owner-managed company whose objective is to manage investments in a rational, well informed and independent manner. They seek to buy great businesses that are well managed and trading at a discount to intrinsic value.
Aylett does not view ESG as stand-alone factors, but rather as an important cog when assessing a company’s investment proposition. It is these non-financial issues that often form the basis for interacting with company management. The evolution of ESG as a risk assessment tool has been embraced by the investment team, and Aylett continues to participate actively at company AGMs.
Aylett & Co. was established in 2005 and has managed the Nedgroup Investments Bravata Fund since its inception.
03 October 2005
(ASISA) Wwide MA Flexible
SA Inflation + 5% Geometric
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||1.86%|
|Fund transacting costs||0.08%|
|Total investment charges||1.94%|