SA Equity Fund

Add to your portfolio

Investor Profile

The 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.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

5 - 7 years

Inception date

19 February 2021

Asisa category

(ASISA) South African EQ General


FTSE/JSE Capped SWIX 40 Index (J430T)

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.25% 1.44%
Fund expenses -0.26%
Total expense ratio 1.18%
Fund transacting costs 0.34%
Total investment charges 1.52%

Price as at eac View all prices

Fund price Market change Unit count
152.37 -0.18% 255 983 795.2299

Income distribution

Cents per unit Latest date Frequency
2.34 31 December 2021 Annually

Responsible investing

Responsible investing icon

Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

Read more Responsible Investing Link