The portfolio is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy , with maximum capital appreciation as their primary goal over the long term.
Who is this fund suitable for?
- Are willing and able to take on a high level of risk
- Can stay invested for a minimum of five years
- Want exposure to the financial sector
B.Comm. (Honours), CA(SA), Higher Diploma in Education
Lump sum R10,000
Debit order R500
ASISA category average
Investors in this portfolio can afford to take on a higher level of risk because of their investment time horizon or appetite for risk. They are willing to invest for the long-term and are prepared to tolerate some volatility in the short term, in anticipation of the higher returns expected in five years or beyond.