A specialist equity unit trust suitable for investors with an above-average knowledge of shares and market trends. Has a well-selected portfolio spread mainly over the industrial sector of the Johannesburg Stock Exchange.
The main aim is capital growth in the long term.
The more narrow sectorial focus and cyclical nature of the portfolio impliy a higher risk potential than general equity unit trusts, but also the potential of exceptionally strong capital growth.
Formation date: August 1966
Number of investors: 42 715 (12/95)
Liquid assets: 8,2%
Industrials 82,4%
Other Securities 9,4%
Number of holdings: 54
Top five holdings: Boumat, SA Brews, Naspers, Imperial, RMBH
Income declared: 30 June and 31 December
Income payment: Last Thursday in July and January
Minimum lump-sum investment: R500
Minimum monthly investment: R50 (Back to Contents...)