The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
Electus offers investors access to a team of highly experienced investment professionals with a track record for delivering superior returns. They specialise in managing equity portfolios with high conviction and in an unconstrained fashion which leads to relatively concentrated, but still well-diversified portfolios. The team at Electus has managed the Nedgroup Investments Growth Fund since inception.
Electus is highly committed to responsible investing, adhering to the King Codes on Corporate Governance and endorsing the principles of CRISA (codes for responsible investing in South Africa). The company has a keen focus on corporate governance, as evidenced by its best-in-class Responsible Investment Policy document and 100% voting participation at investee company AGMs.
31 October 2003
(ASISA) South African EQ General
South African EQ General
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||1.75%|
|Fund transacting costs||0.72%|
|Total investment charges||2.47%|