The aim of the feeder fund is to invest in an underlying portfolio, which invests the majority of its net assets directly in listed shares on recognized markets. The fund has a moderate level of risk and seeks to provide moderate exposure to volatility in the short term.
Who should invest?
This fund is suitable for investors seeking a rand-denominated investment option for international equities to build up and grow their long-term retirement capital. These investors would look to grow the purchasing power of their capital over the long term and is prepared to accept the full short-term turbulence of the equity market.
Lump Sum:R20 000; no debit orders
Initial fee: 0.00%
Financial adviser fee (max) 3.00%
Ongoing advice fee (max) 1.00% per annum
Management fee: 1.35% per annum
To access the application form, please click here