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Equity Portfolios

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Portfolio Management

Equity Portfolios

Maximise your returns with expertly managed equity portfolios tailored to your needs.

Investing in equities is one of the best ways to get above-average total returns on your investment. We offer a range of equity portfolios that have a proven strong investment track record. The portfolios have different investment terms and risk profiles, and are tailored to meet your specific investment needs. The minimum investment amount for all our equity portfolios is R1 million.

Equity Portfolio

Objective

Above average total returns (capital plus income)

Investment period

Minimum three years

Benchmark

JSE/FTSE All Share Index (income re-invested)

Description

The portfolio is designed for long-term investors looking for concentrated equity exposure through a diversified portfolio of quality shares spread across the resources, financial and industrial sectors. This portfolio is suitable for investors who can withstand potential capital volatility in the shorter term.

The portfolio invests in quality ordinary shares listed on the JSE of companies that are undervalued relative to their intrinsic value. The portfolio may also invest in unlisted shares. The investments in the portfolio are subject to rigorous, in-depth research and adhere to our pragmatic investment philosophy.

Aggressive Equity Portfolio

Objective

Above average total returns (capital plus income)

Investment period

Minimum one year

Benchmark

JSE/FTSE All Share Index (income re-invested)

Description

The portfolio is designed for sophisticated investors with a high risk tolerance looking for concentrated equity exposure, as the portfolio may display higher volatility in the short to medium term.

The portfolio invests in quality shares listed on the JSE that are undervalued relative to their intrinsic value. Unlisted shares can also be included. The management of the portfolio will likely be characterised by high conviction calls and trading activity, which can lead to tactical investment calls.

Aggressive Rand Hedge Equity Portfolio

Objective

Insurance against capital erosion from local currency depreciation

Investment period

Minimum three years

Benchmark

JSE/FTSE All Share Index (income re-invested)

Description

The portfolio is designed for investors who believe the rand will depreciate against the currencies of developed countries and therefore want to hedge against negative movements in the rand through concentrated exposure to shares of companies whose earnings benefit from rand weakness.

The portfolio mainly invests in quality companies that derive a substantial proportion of their earnings from non-South African sources.

Aggressive Technical Momentum Equity Portfolio

Objective

Capital growth

Investment period

Minimum one year

Benchmark

JSE/FTSE All Share Index (income re-invested)

Description

This specialist portfolio is specifically for investors willing to follow our views on relative price performance and who are prepared to accept frequent changes in the constituents of the portfolio, including the possible tax consequences of these changes.

The portfolio invests in local companies listed on the JSE. We select the shares based on their price performance relative to the FTSE/JSE All Share Index. The predominant focus is to achieve capital growth by identifying outperforming shares.

Dividend Income Portfolio

Objective

To deliver a sustainable and growing income stream while maintaining capital value in real terms

Investment period

Minimum three years

Benchmark

CPIX over a rolling 3-year period

Description

The portfolio is designed for investors whose primary objective is to receive a regular income that is both tax efficient and outperforms inflation. The focus of the portfolio is to ensure sustained future income growth.

The portfolio holds a mix of ordinary and preference shares. While the primary objective of the portfolio is to generate income, the value of capital will be maintained in real terms. We invest in mature companies with a sound track record of paying regular growing dividends.

Why we recommend getting financial advice

We recommend that you consult a financial advisor who can help you find and combine the most appropriate products for your needs and circumstances. The abovementioned portfolios are medium to long-term investments. The value of these portfolios is subject to fluctuation and past performance is not necessarily an indication of future performance. Actual investment performance will differ based on the relevant fees, the actual investment date and the date of reinvestment of income. Please contact us for more information on fees.

Would you like to know more about our equity portfolios?

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

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