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43.5149
+0.0619
(+0.142%)
NAV price (ZAR) Fri 27 Jun 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 | 11 Dec 2002 |
| Fund Size (ZAR) | 413 041 552 |
| Latest Price | 4 374.11 |
| PlexCrowns |  |
| Total Expense Ratio (31/03) | 1.52% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 1.95% |
| Key Facts |
| Formation Date | 11 Dec 2002 |
| Fund Size (ZAR) | 413 041 552 |
| Latest Price | 4 374.11 |
| PlexCrowns | |
| Total Expense Ratio (31/03) | 1.52% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 1.95% |
| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflationlinked bonds and cash). It is positioned in our team's best investment ideas - which emanate from our bottom-up research process - and is actively managed to reduce volatility and downside risk. Derivative strategies are employed.
This fund is suitable for investors looking for exposure to the long-term inflation-beating characteristics of equities, with reduced downside exposure and volatility and a strong focus on capital preservation....Read more
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| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflationlinked bonds and cash). It is positioned in our team's best investment ideas - which emanate from our bottom-up research process - and is actively managed to reduce volatility and downside risk. Derivative strategies are employed.
This fund is suitable for investors looking for exposure to the long-term inflation-beating characteristics of equities, with reduced downside exposure and volatility and a strong focus on capital preservation.
|
|
| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflationlinked bonds and cash). It is positioned in our team's best investment ideas - which emanate from our bottom-up research process - and is actively managed to reduce volatility and downside risk. Derivative strategies are employed.
This fund is suitable for investors looking for exposure to the long-term inflation-beating characteristics of equities, with reduced downside exposure and volatility and a strong focus on capital preservation....Read more
|
|
| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflationlinked bonds and cash). It is positioned in our team's best investment ideas - which emanate from our bottom-up research process - and is actively managed to reduce volatility and downside risk. Derivative strategies are employed.
This fund is suitable for investors looking for exposure to the long-term inflation-beating characteristics of equities, with reduced downside exposure and volatility and a strong focus on capital preservation.
|
|