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Wealth Global Equity CoreSolutions AMETF | Global–Equity–General
9.9463    +0.1412    (+1.440%)
NAV price (ZAR) Wed 29 Apr 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) 803 676 628
Latest Price 9.95
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.02%
Minimum Investment-
TTM Distribution Yield 0.46%
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 Equities98.01%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.34%  
 Foreign Cash1.65%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
ALPHABETINCA 9 274 45.576.22%
MICROSOFT 6 650 42.075.74%
VISAINCORPORA 7 247 37.435.11%
NVIDIA 12 047 35.914.90%
BERKSHIREHATH 4 322 35.394.83%
ASMLHOLDING 1 424 32.144.39%
BOOKHOLDINGS 438 31.514.30%
APPLE 7 027 30.484.16%
NESTLESA 17 729 29.564.03%
S&PGLOBALINC 3 846 27.963.81%
Totals  348.0247.48%
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29 Apr9.95+0.14+1.44% 
29 Apr1.19-0.00-0.24% 
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