SA Unit Trust

Ninety One Global Strategic Equity Feeder Fund

Objective

Investment objective summary

  • The Fund aims to provide capital growth. The secondary aim is to provide a reasonable level of income
      • The Fund is a feeder fund whose underlying fund invests primarily in international equity securities (e.g. company shares) listed on recognised stock exchanges

      Fund features

      • This equity-only fund invests directly in our foreign-domicile, Ninety One Global Strategic Fund (previously named Ninety One Worldwide Equity Fund).
      • Offers exposure to large and mid-cap stocks, with the majority listed in developed markets.
      • Uses our proprietary 4Factor™ investment process.
      Dan Hanbury
      Portfolio Manager
      Ben Lambert
      Portfolio Manager
      Global 4Factor Team
      Portfolio Manager

      Performance & returns

      Portfolio & Holdings

      Date as of 30/04/2026
      Sum Of Local Assets
      0.3
      Cash / Money Market
      0.3
      Sum Of Foreign Assets
      99.7
      Equities
      98.5
      Cash / Money Market
      1.2

      Important information

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