SA Unit Trust


Latest NAV Price - March 23, 2023


Dealing currency


NAV daily change %

ZAR 6.60 B

Fund size - March 23, 2023


Investment objective summary

The Fund aims primarily to provide a total return (the combination of income and capital growth). The secondary aim is to maximise capital return

The Fund invests primarily in fixed income securities (contracts to repay borrowed money which typically pay interest at fixed times) with the potential for high returns on income and capital. This includes gilts (fixed income securities issued by governments), other interest bearing securities and cash

Other investments may include the units of other funds and derivatives (financial contracts whose value is linked to the price of an underlying asset)


Fund features

A specialist fixed-income fund offering actively-managed exposure to the South African bond market

Higher volatility than money market and traditional income funds