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Bravata Worldwide Flexible Fund

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Investor Profile

The unit trust portfolio is suitable for investors looking for a balanced exposure to both domestic and offshore assets, with maximum capital appreciation as their primary goal. The portfolio may be subject to currency fluctuations due to its offshore exposure, but will typically display lower volatility than a general equity unit trust portfolio.

Investment manager

Aylett & Co. is an owner-managed company whose objective is to manage investments in a rational, well informed and independent manner. They seek to buy great businesses that are well managed and trading at a discount to intrinsic value. 

Aylett & Co. was established in 2005 and has managed the Nedgroup Investments Bravata Fund since its inception.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

3 to 5 years

Inception date

03 October 2005

Asisa category

(ASISA) Wwide MA Flexible

Benchmark

SA Inflation + 5% Geometric

Performance (since inception)

Annual Fees (Including VAT) eac Fees calculator

Fee Percentage
Total Expense Ratio (TER) 1.86%
Transaction costs 0.09%
Total investment charges 1.95%

Price as at eac View all prices

Fund price Market change Unit count
338.57 -0.32% 110 732 794.1381

Income distribution

Cents per unit Latest date Frequency
6.59 31 December 2018 Annually