The objective of the specialist domestic equity portfolio is to provide investors with growth of capital. It aims to offer a reasonable level of income and relative stability of capital invested to obtain long term wealth accumulation.
Why choose this fund?
- Our value investment philosophy has produced superior performance over the long term in the past.
- We look for opportunities to invest in good companies at a discount, thereby increasing the potential for superior returns.
- The fund is consistently managed without allowing emotions to influence decision making.
- The fund is not benchmark cognisant but rather aims to maximise real wealth for investors over time.
Claude van Cuyck
B.Comm. (Honours), CFA®
B.Bus.Sc., Postgraduate Diploma in Accounting, CA(SA), CFA®
2 May 2017
Lump sum R100,000
FSTE/JSE Capped Shareholder Weighted All Share 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.