About the Manager and Strategy

RISK
50-90

The Unum 75 TFSA Bundle is an actively managed, multi-asset, high equity portfolio that seeks to generate consistent returns through a combination of capital and income appreciation over the long term. The portfolio incorporates a factor based methodology that invests in various exchange traded funds across multiple asset classes, geographies and thematics to achieve its desired investment objectives at an acceptable level of risk, which is guided by the houseviews strategic and tactical asset allocation guidelines.

The is suitable for investors who seek:

  • A well-diversified portfolio.
  • Capital and income growth over the long term.
  • Exposure to ESG and broad investment themes.
  • An investment term of 5 years or more

Investment Charges:

Bundle Fee: 1%

Transaction Costs = 0.25%

Underlying TER: 0.35%

TIC = 1.60%

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Bundle Information

RA Investable NO
Launch Date 2018/01/31
Benchmark
Minimum Time Horizon
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 1.00%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 1.00%

Performance

* Performance quoted excludes management / bundle fee's
May 2021 1.73%
Last 3 Months 5.14%
Last 6 Months 19.64%
YTD 7.81%
Last 12 Months 22.39%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 10.41%
1 Year Volatility 10.71%
3 Year Volatility 10.59%
Best Month 8.16%
Worst Month -7.65%
Maximum Drawdown -12.65%

Sector Allocation

Asset Allocation

Bonds 16.03%
Property 8.68%
Cash 16.11%
Local Equity 38.61%
Foreign Equity 20.57%

Constituents

Here is a list of companies/ETFs that make up this bundle.