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.
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.
03 October 2005
(ASISA) Wwide MA Flexible
SA Inflation + 5% Geometric
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||1.86%|
|Fund transacting costs||0.09%|
|Total investment charges||1.95%|