FEDGRO GROWTH FUND


Introduction

The Fedgro Growth Fund has a medium to long term strategy of achieving consistent good performance by investing over the broad spectrum of investment sectors of the JSE. Stocks are judged on a value criteria and derivatives are used for risk management and hedging only.

The relative performance objective is to be ranked in the upper third of all General Equity Funds.

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How to invest in the Fedgro Growth Fund

Minimum contribution

R 50 p.m.

R 200 lump sum

Payment method

Monthly by debit or stop order

Lump sums by cash,cheque or debit order

Income distribution

Half yearly

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Costs and Charges

Initial charge

Up to R 25 000 5%
R 25 001 - R 50 000 4.5%
R 50 001 - R 100 000 4%
R 100 001 - R 150 000 3%
R 150 001 - R 200 000 2%
R 200 001 - R 300 000 1.5%
R 300 001 - R 500 000 1%
Over R 500 000 0.5%

Annual service fee

1.0%

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Other Fedgro Unit Trusts

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