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.