10X SA Equity Fund
The 10X SA Equity Fund is designed to offer long-term capital growth provided by South African equities, whilst limiting the concentration in any single share.
The 10X SA Equity Fund's investment objective is to deliver returns in-line with the FTSE/JSE Capped All Share Total Return Index (Capped ALSI).
The Capped ALSI includes all large-, mid-, and small-cap SA-listed companies representing 99% of the market and caps single stock exposure at 12%, to limit concentration in any single share.
The Fund is ideal for clients looking for a diversified and prudently risk-managed core SA equity building block in their portfolios.
Overview
Products:
Risk profile
High
Ideal time horizon
7 years and longer
Annualised returns since inception
0%
Fund size
R 1.45 billion
ASISA classification
ASISA - South African - Equity - General
Why choose the 10X SA Equity Fund
- The majority of this fund is shares listed on the JSE.
- The fund has a index tracking investment style.
- The Fund is ideal for clients looking for a diversified and prudently risk-managed core SA equity building block in their portfolios.
Downloads
For Unit Trust or TFSA investors:
Fund fact sheetProduct Fees
Understanding the fees for your investment is crucial. Here is a breakdown of the costs involved to own the 10X SA Equity Fund for each available product.
Fund holdings and asset allocation
The fund is invested in a diversified portfolio of assets. The fund's asset allocation and exposure to different sectors, issuers, and geographies are shown below if applicable. For more information, please refer to the fund fact sheet.
Fund exposure
Overview
Products:
Risk profile
High
Ideal time horizon
7 years and longer
Annualised returns since inception
0%
Fund size
R 1.45 billion
ASISA classification
ASISA - South African - Equity - General
Downloads
For Unit Trust or TFSA investors:
Fund fact sheetHow can we 10X Your Future?
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