The unit trust portfolio is suitable for investors who require specific exposure to small- and mid-cap sector shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term. Investors should have a higher tolerance for short-term market volatility in order to achieve long-term objectives. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity unit trust portfolio.
03 November 2003
(ASISA) South African EQ Mid/Small Cap
South African EQ Mid/Small Cap
Past performance is not indicative of future performance and does not predict future returns.
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||1.76%|
|Fund transacting costs||0.16%|
|Total investment charges||1.92%|
|Fund price||Market change||Unit count|
|Cents per unit||Latest date||Frequency|
|26.46||31 December 2021||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.