Suitable for investors who require exposure to the equity market to achieve long-term capital growth, and can tolerate investment volatility in the short- to medium-term. The aim is to achieve capital growth and deliver returns ahead of the FTSE/JSE
All Share Index (Total Return) over the long term. In order to achieve the investment objective, we fully invest in financially sound South African listed ordinary shares.
We invest in fixed income securities and offshore investments
as allowed by legislation. Equity investments are typically volatile by nature and subject to potential capital loss
The objective is to provide investors with income and capital growth from investing in JSE listed property companies. The portfolio has an aggressive risk profile and volatility of capital values can happen over the short term. This will be achieved
in terms of the investment policy of the portfolio, based on the types of assets the portfolio will be allowed to invest in. To achieve the investment objective, it needs to be fully invested in financially sound South African listed ordinary
Chindia (China and India) equity
The objective is to achieve long-term capital growth through equity or equity related investments predominantly in the stock-markets of China and India. Primary focus is on the quality and attractiveness of individual companies rather than the
outlook for markets. Investments are made in companies traded in other markets where a significant proportion of growth in their underlying business is set to derive from China or India.