About the Manager and Strategy

RISK
50-90

Fund Description & Strategy

The Unum Active Growth bundle is an equity only portfolio comprising of the largest listed companies on the JSE. The portfolio seeks to achieve above market average growth through a combination of sector and factor (value. momentum. size. yield. low volatility. and quality) diversification. The portfolio uses an active management approach combining fundamental and in-depth technical analysis to take advantage of economic and market dynamics to identify well-priced companies with upside potential at an acceptable level of risk for the investor.

This investment is suitable for investors who seek:

  •         Access to the largest companies on the JSE You are comfortable with market risk and do not have an income focus
  •         A low cost equity portfolio
  •         An experienced management team
  •         Sector and factor diversification
  •         Investment term of 7+ years
  •         Above market average growth

Benchmark: FTSE/JSE All share Capped SWIX

Target Return: South African Inflation +5% over a 7-year period

Bundle Fee: 1%

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Bundle Information

RA Investable NO
Launch Date 44317
Benchmark FTSE/JSE All share Capped SWIX
Minimum Time Horizon 5 Years
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 2022 0.22%
Last 3 Months 7.58%
Last 6 Months 4.42%
YTD 2.27%
Last 12 Months N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 7.78%
1 Year Volatility 7.78%
3 Year Volatility 7.78%
Best Month 5.19%
Worst Month -2.7%
Maximum Drawdown -5.98%

Sector Allocation

Asset Allocation

Bonds 0%
Property 0.96%
Cash 13.67%
Local Equity 85.37%
Foreign Equity 0%

Constituents

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