The unit trust portfolio is suitable for investors who require sector specific exposure to mining and resources shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term. Investors should have a high 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 Resources
South African EQ Resources
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||1.75%|
|Fund transacting costs||0.23%|
|Total investment charges||1.98%|
|Fund price||Market change||Unit count|
|4 417.39||-1.40%||5 397 970.1216|
|Cents per unit||Latest date||Frequency|
|177.64||31 December 2021||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.