About the Manager and Strategy

RISK
75-99

Fund Description & Strategy

The Unum Alpha Growth is a multi-factor equity only portfolio comprising of single stocks. ETF’s as well as diversified sector and country specific constituents. 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 consistently uses an active management approach combining fundamental and in-depth technical analysis to take advantage of economic and market movements to identify opportunities with upside potential at an acceptable level of risk for the investor.

This investment is suitable for investors who seek:

  • Access to the latest investment trends and themes.
  • A well-diversified global equity investment offering
  • Low cost equity portfolio
  • Experienced management team
  • An investment term of 7+ years
  • Above market average growth

Benchmark: MSCI All Country World Index

Investment Charges:

Bundle Fee: 1%

Calculate your risk number

Bundle Information

RA Investable NO
Launch Date 44317
Benchmark MSCI All Country World Index
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 -1.89%
Last 3 Months -4.54%
Last 6 Months -8.53%
YTD -6.79%
Last 12 Months N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 0%
1 Year Volatility 0%
3 Year Volatility 0%
Best Month 0%
Worst Month 0%
Maximum Drawdown 0%

Sector Allocation

Asset Allocation

Bonds 0%
Property 0%
Cash 0%
Local Equity 0%
Foreign Equity 0%

Constituents

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