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Investec FR Legacy Growth Fund | Worldwide–Multi Asset–Flexible
1.0119    -0.0009    (-0.089%)
NAV price (ZAR) Tue 10 Nov 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 30 Oct 2026
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 30 Oct 2026
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 30 Oct 2026
Fund Size (ZAR) 10 119 343
Latest Price 1.01
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The Investec FR Legacy Growth Fund aims to deliver long term real capital growth and sustainable income through a flexible investment approach across South African and global asset classes. It is designed for tax exempt entities, including but not limited to charities, foundations, trusts, schools and religious organizations, seeking to preserve and grow capital in real terms while supporting ongoing spending needs and maintaining capital for long term legacy purposes. In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest bearing securities and instruments, bonds, debentures, corporate debt, equity securities, notes, property securities, preference shares, convertible equities and non-equity securities....Read more
Asset Classes and Holdings
Asset Classes
 n/a100.00%  
Top Holdings as at
Holdings data for this fund is not available.
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