Opportunity Fund

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Investor Profile

The unit trust portfolio is suitable for investors requiring moderate capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across all asset classes, and a maximum equity exposure of 60%, helps to reduce risk and volatility relative to an average prudential portfolio.

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

3 - 5 years

Inception date

11 August 1999

Asisa category

(ASISA) South African MA Medium Equity

Benchmark

SA Inflation + 5%(rolling 3 year periods)