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30.9599
+0.0622
(+0.201%)
NAV price (ZAR) Tue 28 Oct 2025 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 22 May 2013 |
| Fund Size (ZAR) | 4 252 531 065 |
| Latest Price | 3 095.99 |
| PlexCrowns | |
| Total Expense Ratio (30/06) | 0.91% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 0.83% |
| Key Facts |
| Formation Date | 22 May 2013 |
| Fund Size (ZAR) | 4 252 531 065 |
| Latest Price | 3 095.99 |
| PlexCrowns | |
| Total Expense Ratio (30/06) | 0.91% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 0.83% |
| Fund Objective |
|
The H4 Worldwide Equity Fund is a moderate to high risk equity portfolio, with the primary objective of achieving maximum capital appreciation over the long term.
The portfolio invests primarily in listed equity securities and may include fixed interest securities, listed real estate and assets in liquid form. The portfolio will have a minimum equity exposure of 80%; and may invest in offshore investments as legislation permits.
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|
| Fund Objective |
|
The H4 Worldwide Equity Fund is a moderate to high risk equity portfolio, with the primary objective of achieving maximum capital appreciation over the long term.
The portfolio invests primarily in listed equity securities and may include fixed interest securities, listed real estate and assets in liquid form. The portfolio will have a minimum equity exposure of 80%; and may invest in offshore investments as legislation permits.
|
|
| Fund Objective |
|
The H4 Worldwide Equity Fund is a moderate to high risk equity portfolio, with the primary objective of achieving maximum capital appreciation over the long term.
The portfolio invests primarily in listed equity securities and may include fixed interest securities, listed real estate and assets in liquid form. The portfolio will have a minimum equity exposure of 80%; and may invest in offshore investments as legislation permits.
|
|
| Fund Objective |
|
The H4 Worldwide Equity Fund is a moderate to high risk equity portfolio, with the primary objective of achieving maximum capital appreciation over the long term.
The portfolio invests primarily in listed equity securities and may include fixed interest securities, listed real estate and assets in liquid form. The portfolio will have a minimum equity exposure of 80%; and may invest in offshore investments as legislation permits.
|
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