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Mining & Resource Fund

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Investor Profile

The unit trust portfolio is suitable for investors who require sector specific exposure to mining and resources shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity unit trust portfolio.

Investment manager

Prudential is a leading global investment company. Their investment philosophy is to search for value within prudent risk parameters. As active managers, they believe their investment capability is to uncover shares that provide a better return than the market. They are long-term investors by nature.

Prudential South Africa was established in 1994 and has managed the Nedgroup Investments Mining & Resources Fund since 2004.

 

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

03 November 2003

Asisa category

(ASISA) South African EQ Resources

Benchmark

South African EQ Resources

Performance (since inception)

Annual Fees (Including VAT) eac Fees calculator

Fee Percentage
Total Expense Ratio (TER) 1.77%
Transaction costs 0.20%
Total investment charges 1.97%

Price as at eac View all prices

Fund price Market change Unit count
2057.1 0.55% 2 297 748.9028

Income distribution

Cents per unit Latest date Frequency
38.67 31 December 2018 Annually