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Independent Wealth Managers SCI SA Equity Fund of Funds | South African–Equity–SA General
10.1002    +0.0284    (+0.282%)
NAV price (ZAR) Tue 10 Nov 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 17 Aug 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 all other domestic <i>fund of funds</i> (ie. across all categories) – (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 17 Aug 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 12 Aug 2026
Fund Size (ZAR) 31 754 828
Latest Price 10.10
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum InvestmentR100 000
TTM Distribution Yield -
Fund Objective
This is a high growth, aggressive equity portfolio which has been constructed to maximise capital growth to investors by investing in participatory interests in collective investment schemes that invest in local equities. The Manager may only invest in participatory interests or any other form of participation in portfolios of Collective Investment Schemes registered in South Africa. The Manager may also invest in participatory interests in collective investment schemes that invest in listed local property and minimal amounts of cash over time, as such total volatility levels will be high, with potential for substantial capital drawdowns....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities96.65%  
 Foreign Equities0.06%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property1.25%  
 Foreign Property0.00%  
 SA Cash2.03%  
 Foreign Cash0.00%  
Top Holdings as at 30 Sep 2026
SecurityUnitsValue (Rm)% of Fund
CISETY 617 211 2.0723.96%
CSAEC2 1 169 456 1.7520.17%
CTTQ1 6 881 1.7320.01%
SAIDFD 54 194 1.7119.71%
AGDD 2 195 1.3115.11%
CASH 0 0.091.04%
Totals  8.66100.00%
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