This unit trust portfolio is suitable for investors seeking medium to long term offshore exposure to a diversified, multi-asset portfolio of global investments with a focus on fixed income. The portfolio aims to be an alternative to offshore bank deposits. It will, therefore, be focused on controlling the level of downside risk to which investors are exposed, but may experience a degree of volatility in performance. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.
29 October 2009
(ASISA) Global MA Low Equity
USD SOFR 1-month ZAR + Libor historic
Past performance is not indicative of future performance and does not predict future returns.
|excl VAT||incl VAT|
|Fund management fee||1.35%||1.35%|
|Total expense ratio||1.48%|
|Fund transacting costs||0.00%|
|Total investment charges||1.48%|