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Wealth Global Equity CoreSolutions AMETF | Global–Equity–General
9.4318    +0.0020    (+0.021%)
NAV price (ZAR) Thu 12 Mar 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 20 Nov 2024
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 (equity) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 20 Nov 2024
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 21 Nov 2024
Fund Size (ZAR) 743 240 084
Latest Price 9.43
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield 0.48%
Fund Objective
The Wealth Global Equity CoreSolutions AMETF (Fund) is an Actively Managed Exchange Traded Fund and shall be classified as a Global - Equity - General portfolio.
Asset Classes and Holdings
Asset Classes
 SA Equities0.00%  
 Foreign Equities98.30%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash-0.08%  
 Foreign Cash1.79%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
ALPHABETINCA 8 379 43.456.18%
MICROSOFT 4 766 38.195.43%
VISAINCORPORA 6 547 38.045.41%
BOOKHOLDINGS 397 35.225.01%
ASMLHOLDING 1 985 35.185.01%
NVIDIA 10 979 33.924.83%
BERKSHIREHATH 3 892 32.414.61%
APPLE 6 357 28.634.07%
AMAZON.COM 6 857 26.223.73%
NESTLESA 15 912 26.203.73%
Totals  337.4648.01%
Recently viewed
12 Mar9.43+0.00+0.02% 
11 Mar1.17-0.02-1.68% 
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