This fund is for investors wanting capital stability from investments, as well as income which will be provided to clients through short-term and long-term local and offshore securities
Unit trust investments are liquid funds and they permit unlimited withdrawals to be made, regardless of the investment horizon initially anticipated.
The fund offers investors access to local and international asset classes including equity, liquid assets and non-equity securities, such as sukuks (Islamic bonds) and equity conduits with a low to moderate risk profile
The minimum investment amounts are R10 000 lump sum or R500/month.
Unit trust investments are a cost effective tool to save for a home, car or education.
They are open ended with no fixed period of investment.
This fund complies with retirement fund legislation and is suitable as a stand-alone retirement investment
Entities can use this as a medium to long term investment
• Upfront fee - maximum 3.45% including VAT (Once off fee)
• Annual Advisor Fee – maximum 1.15% including VAT