Fund Summary
The primary objective of the portfolio is to generate meaningful capital growth over the long term. The fund invests in local and international equities by using active strategies in combination with broad-based passive exposures. Risk management is an integral part of the strategy and is applied to increase capital protection during periods of market weakness. The Fund Wealth Dynamic Equity CoreSolutions Fund (“Fund”) is a Collective Investment Scheme Fund and shall be classified as a Worldwide-Equity-General portfolio.
Benefits to Investors
Growth
The Fund provides exposure to a broad basket of local and offshore equity providing for long term capital growth.
Diversification
Access to both local and offshore across active and index mandates providing for highly diversified exposure.
Efficiency
Provides highly efficient access to multiple drivers of return across markets and regions.
Unit Trust Details
| Inception price | R 1 |
| TER | 1.12 |
| Asset manager | Fund Wealth (Pty) Ltd |
General Fund Details
| Classification | Worldwide - Equity - General |
| Benchmark | ASISA Peer Group Average |
| Distribution dates | March, June, September, December |
| Asset manager | 10X Fund Managers (RF) (Pty) Ltd |
| Trustee | FirstRand Bank Limited |
| Auditor | PricewaterhouseCoopers Incorporated |
| Risk profile | Aggressive (5/5) |