/ SA Equity Fund

Overview

The Fund is a high-conviction, actively managed, South African listed securities fund. The fund comprises a concentrated portfolio of high quality, superior South African listed businesses hand-picked on fundamental principles. It aims to generate capital growth over the medium to long term through investing in listed SA equity securities. Income generation is a secondary objective. The fund will adopt a more aggressive approach over the medium to long term, attempting to achieve a high alpha relative to the benchmark. It targets long-term total returns in excess of the benchmark chosen from time to time.

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.

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Fund Facts

Risk Rating
Aggressive
Benchmark
FTSE/JSE Capped SWIX
All Share Index
Minimum initial investment
R 10 000
lump sum
Minimum additional investment
R 500
monthly

Fund Documents

Fund Documents Type Size    
Fund fact sheet PDF 314 KB Open Download

Risk Profile

Fund Archive