Growth Fund

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Investor Profile

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.

Investment manager

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.

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

5 to 7 years

Inception date

31 October 2003

Asisa category

(ASISA) South African EQ General

Benchmark

South African EQ General

Performance (since inception)

Annual Fees (Including VAT) eac Fees calculator

Fee Percentage
Total Expense Ratio (TER) 1.75%
Transaction costs 0.74%
Total investment charges 2.49%

Price as at eac View all prices

Fund price Market change Unit count
2193.8 -0.81% 5 889 811.6616

Income distribution

Cents per unit Latest date Frequency
74.69 31 December 2018 Annually