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High Street Wealth Warriors Fund (USD) - A  |  Global--Equity--General
2.4700    -0.0100    (-0.403%)
NAV price (USD) Tue 30 Sep 2025 (change prev close)
  
42.6193    -0.2154    (-0.503%)
NAV price (ZAR) Tue 30 Sep 2025 (change prev close)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 155 Rand-denominated Global--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the Global--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
  ZAR
  Base
3 Months 6 Months 1 Year 3 Years 5 Years
Trailing Returns
Period    Return %Growth of $1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 22 Nov 2017
Fund Size ($) -
Latest Price 2.47
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The High Street Wealth Warriors Fund is a global investment fund intended to provide long-term capital growth using a top-down thematic approach. Focus is placed on the disruption of conventional industries through the shifting of competitive forces resulting from technological innovation and changes in consumer behavior. Exposure is primarily taken through developed market equities, although the fund may take limited exposure to other asset classes. Investment themes include: the digitalization of traditional media, medical innovation, dependence on software applications and the development of the online marketplace in general.
Asset Classes and Holdings
Asset Classes as at 30 Jun 2025
 SA Equities0.00%  
 Foreign Equities100.00%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.00%  
 Foreign Cash0.00%  
Top Holdings
 
Holdings data for this fund is not available.
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30 Sep2.47-0.01-0.40% 
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