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Click a Unit Trust

0.31  /  0.03%

992.98

NAV on 2019/01/17
NAV on 2019/01/16 992.67
52 week high on 2018/09/05 1049.27
52 week low on 2018/04/04 974.22
Total Expense Ratio on 2018/09/30 1.49
Total Expense Ratio (performance fee) on 2018/09/30 0
NAV Incl Dividends
1 month change 0% 0%
3 month change 0% 0%
6 month change 0% 0%
1 year change 0% 0%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
  • Sectoral allocations
Fixed Interest 28.96 29.23%
Liquid Assets 2.14 2.16%
Managed 53.01 53.49%
Real Estate 4.50 4.54%
Spec Equity 10.48 10.58%
  • Top five holdings
U-PSCINC 34.88 30.68%
U-PRUINFL 27.13 23.86%
U-INVCAUM 17.07 15.02%
U-AGSTABL 16.70 14.69%
U-GLBCAUF 10.70 9.41%
  • Performance against peers
  • Fund data  
Management company:
RECM Collective Investments (Pty) Ltd.
Formation date:
2018/01/30
ISIN code:
ZAE000249637
Short name:
U-STAWELL
Risk:
Unknown
Sector:
South African--Multi Asset--Low Equity
Benchmark:
Average Return of the Funds in the Asisa Multi Asset Low Equity Category
Contact details

Email
info@recm.co.za

Website
http://www.recm.co.za

Telephone
021-657-3440

  • Fund management  
WellsFaber Investment Commitee


  • Fund manager's comment
No fund manager's comment available.
  • Fund focus and objective  
The WellsFaber Stable RECM Fund of Funds is a South African Multi Asset Low Equity Fund with a specific focus on generating returns in excess of inflation, with below average risk. The Fund will invest predominantly in participatory interests in portfolios of collective investment schemes. The underlying portfolios may invest in the equity, bond, money, or property markets. The Fund will have a maximum effective equity exposure (including international equity) of up to 40% and a maximum offshore exposure of up to 30%. The Fund will also comply with the prudential requirements with which a pension fund investment strategy must comply in terms of applicable legislation. The Fund is suitable for investors with a low risk profile and a minimum investment period of three years.
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