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
3 November 2003
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.