The unit trust portfolio is suitable for investors requiring an ongoing high level of income from their investment capital, or who require specific exposure to the South African bond market as part of their overall investment strategy. The portfolio typically displays higher volatility than a money market portfolio, but significantly lower volatility than a general equity or balanced unit trust portfolio.
01 October 2000
(ASISA) South African IB Variable Term
Past performance is not indicative of future performance and does not predict future returns.
|excl VAT||incl VAT|
|Fund management fee||0.35%||0.40%|
|Total expense ratio||0.42%|
|Fund transacting costs||0.06%|
|Total investment charges||0.48%|