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Equity Fund

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Equity Fund

Access our investment expertise in a cost-effective way.

This fund gives you access to our intellectual capital and investment expertise. The fund is managed in line with the investment strategy that governs the flagship equity model portfolio, which has consistently outperformed the FTSE/JSE All Share Index (ALSI) over one, three and five years.

The fund is diversified and actively managed, predominantly investing in local equities. The fund aims to outperform the ALSI on a total return basis over an investment horizon of three years or more, by investing in companies that are undervalued relative to our view of their long-term value. Together, the investments comprise a carefully selected, well-diversified basket of shares from all sectors on the JSE. All investments are subject to rigorous, in-depth research and adhere to our pragmatic value investment philosophy.



Equity Fund<p>Minimum contribution</p><h3>R100 000 lump sum <br> No minimum for additional contributions </h3><p>Investment period</p><h3>Three years</h3> <p><b>Features:</b></p> <ul><li>Access to our investment expertise, backed by excellent long-term performance records​​</li><li>Low minimum investment levels means it’s easy to start saving</li><li>No initial fees </li></ul>Get AdviceBlue

Would you like to know more about our equity fund?

Complete the form on the right and one of our
specialists will contact you.

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