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2.4181
+0.0095
(+0.394%)
NAV price (ZAR) Thu 5 Mar 2026 (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 | 3 May 2011 |
| Fund Size (ZAR) | 2 121 949 395 |
| Latest Price | 241.81 |
| PlexCrowns |  |
| Total Expense Ratio (31/12) | 1.47% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 3.88% |
| Key Facts |
| Formation Date | 3 May 2011 |
| Fund Size (ZAR) | 2 121 949 395 |
| Latest Price | 241.81 |
| PlexCrowns | |
| Total Expense Ratio (31/12) | 1.47% |
| Minimum Investment | R5 000 |
| TTM Distribution Yield | 3.88% |
| Fund Objective |
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This fund is Regulation 28 compliant and can invest in a wide variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflation-linked bonds and cash). As the fund aims to maximise returns, it will have a strong bias towards equities - typically the asset class with the highest expected long-term returns. The fund is positioned in our team's best ideas - which emanate from our bottom-up research process - and is actively managed to maximise long-term returns without assuming excess risk of loss.
This fund is suitable for investors who are risk averse and require a high degree of capital stability, while requiring a reasonable income and some capital growth....Read more
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| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a wide variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflation-linked bonds and cash). As the fund aims to maximise returns, it will have a strong bias towards equities - typically the asset class with the highest expected long-term returns. The fund is positioned in our team's best ideas - which emanate from our bottom-up research process - and is actively managed to maximise long-term returns without assuming excess risk of loss.
This fund is suitable for investors who are risk averse and require a high degree of capital stability, while requiring a reasonable income and some capital growth. A typical investor would be retired or nearing retirement and seeking to preserve capital over any one-year period.
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| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a wide variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflation-linked bonds and cash). As the fund aims to maximise returns, it will have a strong bias towards equities - typically the asset class with the highest expected long-term returns. The fund is positioned in our team's best ideas - which emanate from our bottom-up research process - and is actively managed to maximise long-term returns without assuming excess risk of loss.
This fund is suitable for investors who are risk averse and require a high degree of capital stability, while requiring a reasonable income and some capital growth....Read more
|
|
| Fund Objective |
|
This fund is Regulation 28 compliant and can invest in a wide variety of domestic and international asset classes (such as equities, listed property, conventional bonds, inflation-linked bonds and cash). As the fund aims to maximise returns, it will have a strong bias towards equities - typically the asset class with the highest expected long-term returns. The fund is positioned in our team's best ideas - which emanate from our bottom-up research process - and is actively managed to maximise long-term returns without assuming excess risk of loss.
This fund is suitable for investors who are risk averse and require a high degree of capital stability, while requiring a reasonable income and some capital growth. A typical investor would be retired or nearing retirement and seeking to preserve capital over any one-year period.
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