Overview

The High Alpha Fund is a high-conviction, actively managed equity fund that invests in South African listed securities. The fund comprises of a concentrated portfolio of high quality, superior businesses hand-picked on fundamental principles. 

The objective of this fund is to generate capital growth over the long term, with income generation as a secondary objective. 

Investor Profile 

The fund is suitable for investors who are seeking capital growth and have an investment horizon longer than five years. The investor is willing to assume greater risk in the pursuit of higher returns.

Fund Facts

Risk Rating
Aggressive
Benchmark
FTSE/JSE Capped SWIX
All Share Index
Minimum Initial Investment
R 10000 lump sum
Minimum Additional Investment
R 500 monthly

Fund Documents

Fund Documents Type Size
Fund Fact Sheet PDF Document 307.8 KB Open Download

Fund Managers

Risk Profile

Image
Risk profile high alpha

Fund Archive

Fund Fact Sheet