76 out of 1176 (lump sum over 1 years to 30 Apr 2018)
R1000 invested on 30 Apr 2017 was worth R1 120.73 on 30 Apr 2018 (12.07% annual compound return)
R100 per month since 30 Apr 2017 was worth R1 276.10 on 30 Apr 2018 (11.31% annual return compounded monthly)
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
Focus and Objective
The portfolio is suitable for investors who require sector specific exposure to mining and resources shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term.
Equity investments are volatile by nature and subject to potential capital loss. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity portfolio.
Nedgroup Inv. Mining & Resources comment - Aug 17
Wednesday, 27 September 2017
Following a soft performance for the sector in H1 2017 (the JSE resource index declined ...more
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