Equity Funds
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Objective:
This product provides investors with instant exposure to a balanced and diversified portfolio of domestic equities.
Investment Strategy:
The objective is to consistently add value by outperforming the benchmark (FTSE/JSE Overall Index – the “All Share index”) over the
long term. Investments can be made in shares (domestic and international), Cash, Listed Property, Preference Shares and Unlisted Shares.
A combination of fundamental, technical and quantitative methodologies is employed as an integral part of the investment process.
Investor Profile:
This product is available as a retail unit trust or as a segregated fund investment. It appeals to those investors who wish to achieve
a medium to long term objective of capital appreciation and who are prepared to accept the higher variability of return associated with
investing a large proportion of their assets in shares.
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