Private Wealth Equity 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

Nedgroup Investment Advisors is predominantly focused on managing South African equity portfolios. They have a robust, proven investment process with a market-leading track record dating back to 2004. The cornerstones of their investment process are based on valuation, the assessment of quality and taking a long-term view. The team builds concentrated, but diversified equity portfolios that aim to deliver superior returns over three to five year periods.

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 May 2004

Asisa category

(ASISA) South African EQ General

Benchmark

FTSE/JSE Top 40 SWIX TR ZAR

Performance (since inception)

Annual Fees (Including VAT) eac Fees calculator

Fee Percentage
Total Expense Ratio (TER) 1.17%
Transaction costs 0.26%
Total investment charges 1.43%

Price as at eac View all prices

Fund price Market change Unit count
5561.76 0.06% 489 447.6837

Income distribution

Cents per unit Latest date Frequency
98.37 31 December 2018 Annually

Downloads

Fact sheet