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1.6261
+0.0086
(+0.532%)
NAV price (ZAR) Thu 18 Dec 2025 (change prev day)
Fund Performance
| Period Return %Growth of R1 000 |
 |
| * Not annualised |
| Period Return %Growth of R1 000 |
|
| * Not annualised |
Key Facts and Fund Objective
| Key Facts |
| Formation Date | 12 Dec 2022 |
| Fund Size (ZAR) | 1 404 769 544 |
| Latest Price | 162.61 |
| PlexCrowns | |
| Total Expense Ratio (30/09) | 0.38% |
| Minimum Investment | R10 000 |
| TTM Distribution Yield | 2.05% |
| Key Facts |
| Formation Date | 12 Dec 2022 |
| Fund Size (ZAR) | 1 404 769 544 |
| Latest Price | 162.61 |
| PlexCrowns | |
| Total Expense Ratio (30/09) | 0.38% |
| Minimum Investment | R10 000 |
| TTM Distribution Yield | 2.05% |
| Fund Objective |
|
The Fund uses quantitative techniques to dynamically construct a portfolio that is most representative of the general
equity category average then employs uncorrelated return enhancement techniques combined with efficient and costeffective portfolio construction methods to generate outperformance. Although the fund is always fully exposed to the
equity market, the use of fixed interest portable alpha techniques to enhance returns can provide exposure to cash and
money market instruments, which are uncorrelated and reliable sources of additional return.
WHO SHOULD INVEST
Investors seeking broad based exposure to the South African equity market with consistently above average returns....Read more
|
|
| Fund Objective |
|
The Fund uses quantitative techniques to dynamically construct a portfolio that is most representative of the general
equity category average then employs uncorrelated return enhancement techniques combined with efficient and costeffective portfolio construction methods to generate outperformance. Although the fund is always fully exposed to the
equity market, the use of fixed interest portable alpha techniques to enhance returns can provide exposure to cash and
money market instruments, which are uncorrelated and reliable sources of additional return.
WHO SHOULD INVEST
Investors seeking broad based exposure to the South African equity market with consistently above average returns.
This Fund is appropriate for investors with a long-term investment horizon.
|
|
| Fund Objective |
|
The Fund uses quantitative techniques to dynamically construct a portfolio that is most representative of the general
equity category average then employs uncorrelated return enhancement techniques combined with efficient and costeffective portfolio construction methods to generate outperformance. Although the fund is always fully exposed to the
equity market, the use of fixed interest portable alpha techniques to enhance returns can provide exposure to cash and
money market instruments, which are uncorrelated and reliable sources of additional return.
WHO SHOULD INVEST
Investors seeking broad based exposure to the South African equity market with consistently above average returns....Read more
|
|
| Fund Objective |
|
The Fund uses quantitative techniques to dynamically construct a portfolio that is most representative of the general
equity category average then employs uncorrelated return enhancement techniques combined with efficient and costeffective portfolio construction methods to generate outperformance. Although the fund is always fully exposed to the
equity market, the use of fixed interest portable alpha techniques to enhance returns can provide exposure to cash and
money market instruments, which are uncorrelated and reliable sources of additional return.
WHO SHOULD INVEST
Investors seeking broad based exposure to the South African equity market with consistently above average returns.
This Fund is appropriate for investors with a long-term investment horizon.
|
|