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Prime General Equity Fund

The primary investment objective of the Prime General Equity Fund is capital appreciation through investment primarily in equity listed financial instruments.

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Fund Performance

Prime General Equity Fund

Who should invest

This high risk fund is ideal for investors seeking meaningful growth of capital from a focused portfolio of predominantly SA equities and up to 30% in global equities. The fund’s aim is to outperform peers in the SA Equity General category. An investment time horizon of at least 7 to 10 years is recommended.

Returns reflected below the chart are annualised. Source: Bloomberg, MorningStar and Northstar Asset Management.

Horizon:

  • 3 Years
  • 5 Years
  • 7 Years
  • 10 Years
  • SINCE INCEPTION
FUND RETURN

Benchmark Return

Outperformance

Benchmark Return

Outperformance

  • Invests predominantly in JSE equities with up to 30% in global equities.
  • A high conviction portfolio.
  • Provides maximum capital growth over the long-term.
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Invest Now

Invest directly with Northstar

We can assist you with making direct investments but without financial advice. Direct investments via Northstar are subject to certain minimums.  Simply get in touch with our client service team by emailing admin@northstar.co.za

Speak to your financial advisor

Our unit trust range can be accessed via a number of platform providers. Simply click the link ‘information on accessing our funds’ for more information on these platform providers.

Requirements For This Fund

  • R 5 000
  • R 500
    • Certified Copy of both sides of ID Document with 3 specimen signatures (Certifier needs to state “signature belongs to ID Holder”).
    • Proof of Address (not older than 3 months) e.g. utility bill, rates, Telkom.
    • Proof of Banking details (not older than 3 months).
    • SARS document containing name and tax number.

  • Available on: Momentum Wealth Nominees / Global Nominees

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Further Reading

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About This Fund

Latest Allocation

  • Fixed Income
  • Cash
  • Equity
  • Alternatives
Management Date
01 June 2016
Sector
South African - Equity - General
Fund Size
R 255 million
Minimum Investment
Lump sum: R 5 000
Monthly: R 500
Latest Distribution
0.036 cpu (30/09/2023)
INVESTMENT MANAGEMENT FEE
0.58% (Excl. VAT)
Risk Profile
High
Allocation
Time Horizon
7 Years +
Regulation 28
No
Benchmark
Avg. South African Equity General Category over a rolling one year
Fund Classification
South African - Equity - General

* This is the date from when Northstar commenced management of the fund

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