The unit trust portfolio is suitable for investors seeking offshore exposure to emerging markets as part of their overall investment strategy, with maximum capital appreciation as their primary goal. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. The portfolio is rand-denominated, which provides investors who may have utilised their full individual offshore allowance an opportunity to obtain additional exposure to international markets.
NS Partners have built a long-term, proven track record in emerging market equity investing since 1996, consistently applying their investment approach with a stable dedicated team. The portfolio management team is comprised of experienced emerging market analysts, many of whom have been working together in the business for more than 20 years. The team follows a unique investment approach that combines bottom-up fundamental stock selection with a top-down macro and country allocation view. The incorporation of a country level assessment within the strategy makes NS Partners unique within their fund manager peers and has resulted in long-term outperformance.
26 April 2019
(ASISA) Global EQ General
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||1.70%|
|Fund transacting costs||0.40%|
|Total investment charges||2.10%|