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.
Abax Investments is an owner-managed company that focuses exclusively on investment management. Abax aims to construct diversified portfolios which have the ability to generate performance in a range of market conditions. They are characterised by a small and focused team of experienced investment professionals, with varied expertise in stock selection, fixed interest and asset allocation. Abax Investments was established in 2003 and manages the Nedgroup Investments Rainmaker, Entrepreneur, Opportunity and Flexible Income Funds.
Abax incorporates ESG factors into their investment process, enabling them to evaluate companies through a sustainability lens. Behind this process is a team committed to the advancement of responsible investment in South Africa, as evidenced by their 100% voting participation at company AGMs and championing of shareholder rights. Most noteworthy is the degree and depth at which Abax engages with investee companies.
03 November 2003
(ASISA) South African EQ Mid/Small Cap
South African EQ Mid/Small Cap
|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|
|1 619.84||0.90%||17 014 171.4604|
|Cents per unit||Latest date||Frequency|
|15.28||04 June 2021||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.