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Investiplan Wealth FR Growth Fund of Funds | South African–Equity–General
1.0186    +0.0084    (+0.832%)
NAV price (ZAR) Tue 10 Nov 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 15 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 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 15 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 8 Oct 2026
Fund Size (ZAR) 92 959 742
Latest Price 1.02
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The Investiplan Wealth FR Growth Fund of Funds aims to offer investors high long-term growth. The portfolio's minimum equity exposure is 80% of the portfolio's net asset value. Investments to be included in the portfolio will, apart from assets in liquid form, consist of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio's primary objective, investing in equity securities, property and property related securities, non-equity securities, money market instruments, notes, bonds and other interest bearing instruments and 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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