The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
03 May 2004
(ASISA) South African EQ General
FTSE/JSE Capped SWIX 40 Index (J430T)
Past performance is not indicative of future performance and does not predict future returns.
|excl VAT||incl VAT|
|Fund management fee||1.00%||1.15%|
|Total expense ratio||1.19%|
|Fund transacting costs||0.33%|
|Total investment charges||1.52%|
|Fund price||Market change||Unit count|
|Cents per unit||Latest date||Frequency|
|254.24||31 December 2021||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.