General equity fund with a well-spread portfolio of blue-chip shares. Suitable for the more cautious investor with little or only a general knowledge of shares. Aimed at stable growth and returns.
Cash assets are adjusted selectively depending on market conditions giving greater stability to the trust's price movements.
Formation date: 1 May 1967
Number of investors: 50 252 (12/95)
Liquid assets: 6,7%
Mining Houses & holdings 14,0%
Other mining 6,6%
Industrials 69,1%
Gold 3,6%
Number of holdings: 55
Top five holdings: SA Brews, Naspers, Richemont, Imperial, Anglo
Income declared: 31 March and 30 September
Income payment: Last Friday in April and October
Minimum lump-sum investment: R500
Minimum monthly investment: R50 (Back to Contents...)