Pooled investment funds ranging from low-risk money market to high-growth equity, so you can match your investment to your goals and risk appetite.
This fund is managed by Mzansi Investments, the Group's asset manager, and held on the Mzansi Wealth investment platform.
From capital-protection money market funds to growth-focused equity funds.
Move between unit trusts as your goals or risk appetite change, with no penalty.
Rand-denominated offshore feeder funds give you exposure to global markets without needing forex approval.
| Item | Detail |
|---|---|
| Minimum lump sum | R10,000 |
| Minimum monthly debit order | R500 |
| Initial fee | 0% (no upfront fee) |
| Annual management fee | 0.50% – 1.75% p.a., depending on fund |
| Switching fee | None |
Yes — unit trust values move with the underlying market, so lower-risk funds like money market are more stable, while higher-risk funds like equity can fall as well as rise.
Your choice should match your investment term and comfort with market ups and downs — an adviser at Mzansi Advisors can help you select an appropriate risk profile.
Yes, unit trusts have no fixed term and can typically be accessed within a few business days.
An adviser at Mzansi Advisors can match a fund or model portfolio to your risk profile — at no extra cost.
Speak to an adviserCompare all investmentsMzansi Wealth (Pty) Ltd is an authorised Financial Services Provider (Category I, platform administration), regulated by the FSCA.
Mzansi Investments (Pty) Ltd is an authorised Financial Services Provider (Category II, discretionary), regulated by the FSCA.
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