The Plexus Rafi® Enhanced SA Strategy Fund

The Plexus RAFI® Enhanced SA Strategy Fund will consist of approximately 40 shares selected from the top 100 companies by market capitalisation listed on the JSE. The selection of shares included in the fund will be made using Research Affiliates' unique approach to portfolio construction. The strategy involves the selection of equities based on weights determined by using financial metrics of company size (sales, cash flow, book price and dividends) as opposed to traditional market capitalisation weighting. Futher enhancement is then attained through the incorporation of additional factors such as quality of earnings and a financial distress screen, hence the enhanced RAFI® methodology.

Please click here to view the Plexus Rafi® Enhanced SA Strategy Fund brochure.


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Fact sheets

Fact sheet A1 (Retail price class)
Fact sheet B1 (Institutional / LISP price class)

 

Daily prices for the South African rand-denominated Plexus RAFI® Enhanced SA Strategy Fund

Sell Price (c) Prices as at
  02-09-10 30-06-10 30-12-09 30-06-09 31-12-08
The Plexus RAFI® Enhanced SA Strategy Fund A1 1053.53 984.94 1009.20 812.71

809.73

The Plexus RAFI® Enhanced SA Strategy Fund B1 1053.58 989.62 1010.12 813.28 810.44
The Plexus RAFI® Enhanced SA Strategy Fund B2 n/a n/a n/a n/a 811.99