General equity fund suitable for investors with a general knowledge of shares and the market willing to accept a slightly higher risk and return potential.
It has a well-spread portfolio of shares including second liners with a high-growth potential.
The fund is aimed at healthy capital growth and its risk profile is therefore slightly higher than Sanlam's other general equity trusts.
Formation date: July 1969
Number of investors: 79 860 (12/95)
Liquid assets: 6,4%
Mining Houses & holdings 16,1%
Other mining 4,0%
Industrials 64,2%
Other Securities 9,3%
Number of holdings: 66
Top five holdings: Naspers, Plessey, Imperial, Gencor, Anglos (Back to Contents...)
Income declared: 31 March and 30 September
Income payment: Last Wednesday in April and October
Minimum lump-sum investment: R500
Minimum monthly investment: R50 (Back to Contents...)