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Fund Details

STANLIB Resources Fund

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The Portfolio's primary objective is steady growth of income and capital, a reasonable level of current income and stability for capital invested. Investments will be made primarily in mining, mining financial, metals, minerals, energy, commodity and related securities. The securities to be included will consist of ordinary shares, and also non-equity securities and preference shares.

Key Features of Fund

Class A

  • Launch date: 01 Jun 2000
  • Income distribution: Net revenue is calculated daily and distributed bi-annually.
  • Recommended investment period: 5 years or more
  • Investment minimums
    • Lump sum: R 5000
    • Monthly debit order: R 500
  • Maximum upfront charge: 5.70%
  • Service charge: 1.71%

Class R

  • Launch date: 01 Apr 1987
  • Income distribution: Net revenue is calculated daily and distributed bi-annually.
  • Recommended investment period: 5 years or more
  • Investment minimums
    • Lump sum: R 5000
    • Monthly debit order: R 500
  • Maximum upfront charge: 5.70%
  • Service charge: 1.14%

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Disclaimer
Figures quoted are from Morningstar for the period ending  for a lump sum, using NAV-NAV prices and do not take any upfront managers charge into account. Income distributions are declared on the ex-dividend date. Actual investment performance will differ based on the upfront managers charge applicable, the actual investment date and the date of reinvestment of income. Past performance is not necassarily an indication of future performance.
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