SA Unit Trust

Ninety One Global Franchise Feeder Fund

Objective

Investment objective summary

  • The underlying fund is unrestricted in its choice of companies either by size or industry or in terms of geographical makeup of the portfolio
      • The underlying fund focuses investment on companies deemed to be of high quality, typically those associated with global brands or franchises
      • *These are internal parameters and subject to change without prior notification

      Fund features

      • An equity-only fund invested wholly in the foreign-domiciled Ninety One Global Franchise Fund
      • The Ninety One Global Franchise Fund aims to achieve long-term capital growth and is a concentrated portfolio of 25-40 stocks-these are internal parameters and subject to change without prior notification
      • Stock selection is oriented towards a quality approach, seeking to deliver consistent performance through the business cycle
      Clyde Rossouw
      Head of Quality
      Clyde is Head of Quality at Ninety One, based in Cape Town. He is lead portfolio...

      Performance & returns

      Portfolio & Holdings

      Date as of 30/04/2026
      Sum Of Local Assets
      0.5
      Cash / Money Market
      0.5
      Sum Of Foreign Assets
      99.5
      Equities
      98.5
      Cash / Money Market
      1

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