/ High Alpha Fund

Overview

The High Alpha 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.

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.

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Fund Facts

Size (NAV)
R 157.31
million rands
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 333 KB Open Download
Quarterly commentary PDF 115 KB Open Download

Risk Profile

Fund Archive