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17.9714
+0.1590
(+0.893%)
NAV price (ZAR) Tue 6 Jan 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 | 1 Oct 2017 |
| Fund Size (ZAR) | 3 317 748 028 |
| Latest Price | 1 797.14 |
| PlexCrowns |  |
| Total Expense Ratio (30/06) | 1.06% |
| Minimum Investment | R1 000 000 |
| TTM Distribution Yield | 3.93% |
| Key Facts |
| Formation Date | 1 Oct 2017 |
| Fund Size (ZAR) | 3 317 748 028 |
| Latest Price | 1 797.14 |
| PlexCrowns | |
| Total Expense Ratio (30/06) | 1.06% |
| Minimum Investment | R1 000 000 |
| TTM Distribution Yield | 3.93% |
| Fund Objective |
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An unconstrained investment style is followed by Matrix Fund Managers, coupled with an agile, pragmatic approach to active investing. This allows for a focus on achieving a consistent inflation beating return regardless of the market cycle.
A medium equity multi-asset solution for cautious investors who have a 4-year or more investment horizon It seeks to deliver positive real returns, while minimising the risk of investment losses. It invests in a combination of equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution is Regulation 28 compliant and holds a maximum of 60% in equities (including offshore equities) and may invest in derivatives to achieve its objectives....Read more
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| Fund Objective |
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An unconstrained investment style is followed by Matrix Fund Managers, coupled with an agile, pragmatic approach to active investing. This allows for a focus on achieving a consistent inflation beating return regardless of the market cycle.
A medium equity multi-asset solution for cautious investors who have a 4-year or more investment horizon It seeks to deliver positive real returns, while minimising the risk of investment losses. It invests in a combination of equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution is Regulation 28 compliant and holds a maximum of 60% in equities (including offshore equities) and may invest in derivatives to achieve its objectives.
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| Fund Objective |
|
An unconstrained investment style is followed by Matrix Fund Managers, coupled with an agile, pragmatic approach to active investing. This allows for a focus on achieving a consistent inflation beating return regardless of the market cycle.
A medium equity multi-asset solution for cautious investors who have a 4-year or more investment horizon It seeks to deliver positive real returns, while minimising the risk of investment losses. It invests in a combination of equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution is Regulation 28 compliant and holds a maximum of 60% in equities (including offshore equities) and may invest in derivatives to achieve its objectives....Read more
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| Fund Objective |
|
An unconstrained investment style is followed by Matrix Fund Managers, coupled with an agile, pragmatic approach to active investing. This allows for a focus on achieving a consistent inflation beating return regardless of the market cycle.
A medium equity multi-asset solution for cautious investors who have a 4-year or more investment horizon It seeks to deliver positive real returns, while minimising the risk of investment losses. It invests in a combination of equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution is Regulation 28 compliant and holds a maximum of 60% in equities (including offshore equities) and may invest in derivatives to achieve its objectives.
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