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14.3788
+0.1904
(+1.342%)
NAV price (ZAR) Mon 30 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 | 30 Jun 1994 |
Fund Size (NAD) | 915 139 581 |
Latest Price | 1 437.88 |
PlexCrowns | |
Total Expense Ratio (31/03) | 1.25% |
Minimum Investment | R2 000 |
TTM Distribution Yield | 0.71% |
Key Facts |
Formation Date | 30 Jun 1994 |
Fund Size (NAD) | 915 139 581 |
Latest Price | 1 437.88 |
PlexCrowns | |
Total Expense Ratio (31/03) | 1.25% |
Minimum Investment | R2 000 |
TTM Distribution Yield | 0.71% |
Fund Objective |
Fund Objective
The fund seeks maximum capital appreciation as its primary investment objective through predominantly investing in growth shares.
This fund is suited for clients with a slightly higher risk profile than those who normally invest in a general equity fund.
Why Choose This Fund?
- The fund is for investors seeking capital appreciation over the long term. It is therefore not recommended for investment terms of less than 5 years.
- The fund aims to outperform the FTSE/JSE All Share Index over the long term....Read more
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Fund Objective |
Fund Objective
The fund seeks maximum capital appreciation as its primary investment objective through predominantly investing in growth shares.
This fund is suited for clients with a slightly higher risk profile than those who normally invest in a general equity fund.
Why Choose This Fund?
- The fund is for investors seeking capital appreciation over the long term. It is therefore not recommended for investment terms of less than 5 years.
- The fund aims to outperform the FTSE/JSE All Share Index over the long term.
- The fund is mandated to invest up to 20% offshore.
- The fund is actively managed and will take large positions in high conviction, thoroughly researched, quality companies.
Additional Fund Information
- The fund manager may borrow up to 10% of the market value of the portfolio to bridge insufficient liquidity.
- Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down.
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Fund Objective |
Fund Objective
The fund seeks maximum capital appreciation as its primary investment objective through predominantly investing in growth shares.
This fund is suited for clients with a slightly higher risk profile than those who normally invest in a general equity fund.
Why Choose This Fund?
- The fund is for investors seeking capital appreciation over the long term. It is therefore not recommended for investment terms of less than 5 years.
- The fund aims to outperform the FTSE/JSE All Share Index over the long term....Read more
|
|
Fund Objective |
Fund Objective
The fund seeks maximum capital appreciation as its primary investment objective through predominantly investing in growth shares.
This fund is suited for clients with a slightly higher risk profile than those who normally invest in a general equity fund.
Why Choose This Fund?
- The fund is for investors seeking capital appreciation over the long term. It is therefore not recommended for investment terms of less than 5 years.
- The fund aims to outperform the FTSE/JSE All Share Index over the long term.
- The fund is mandated to invest up to 20% offshore.
- The fund is actively managed and will take large positions in high conviction, thoroughly researched, quality companies.
Additional Fund Information
- The fund manager may borrow up to 10% of the market value of the portfolio to bridge insufficient liquidity.
- Fluctuations or movements in exchange rates may cause the value of underlying international investments to go up or down.
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