Equity

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

Property

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 shares.

Emerging markets

  • Africa equity

The investment objective is to maximise risk-adjusted returns over the long term while preserving capital, regardless of market conditions, by investing in companies whose primary source of income is from, or whose major assets are based on, the African continent. At least 80% of the investment portfolio is in companies listed on African stock exchanges and the balance a on stock exchanges outside Africa. This investment portfolio is designed for investors wishing to participate in capital markets and may be most appropriate for investors with a medium to long term investment horizon, as losses may occur in the short term due to high market fluctuations.

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  • 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.

  • India equity

The objective is to achieve long-term capital growth through equity or equity related investments predominantly in the stock-markets of India. Investments are made in companies trading in other markets where a significant proportion of growth in their underlying business is set to derive from India. This is designed for investors wishing to participate in capital markets and may be most appropriate for investors with a long-term investment horizon, as losses may occur due to high levels of market fluctuations.

chindia