The objective of the fund is to provide long-term capital growth by investing in financial companies from around the world that the portfolio manager has identified as undervalued and offering above-average growth potential.
The investment team use their database and extensive experience of the financial sector to identify financial companies that have a good track record of growing their net worth. At the same time the team maintains the discipline of investing only when these companies are mispriced.
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 global financial companies
B.Comm. (Honours), CA(SA), Higher Diploma in Education
8 April 2004
* The original inception date of the fund is September 1999, when it was managed under a different asset management business. The Fund, including the investment team and all investors, was moved to the current asset manager in April 2004.
Lump sum $1,000
Debit order N/a
MSCI World Financial Index (Total Return)
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.