The objective of the fund is to deliver long-term capital growth, including offering a reasonable level of income, by investing across all sectors on the JSE. The portfolio managers achieve this by investing in undervalued companies and being aware of downside risk. The fund also invest in companies in global markets, increasing the opportunities to invest in quality companies at a discount.
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 both local and global companies that are undervalued
Claude van Cuyck
B.Comm. (Honours), CFA®
B.Bus.Sc., Postgraduate Diploma in Accounting, CA(SA), CFA®
1 October 1998
Lump sum R5,000
Debit order R200
Composite index: 87.5% of the FTSE/JSE Capped Swix + 12.5% of the MSCI World Index
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.