Objective of the portfolio
An institutional offering which offers investors access to our best investment ideas, without the restrictions that usually come with benchmark related investing. The portfolio may not hold any offshore equity exposure.
Claude van Cuyck
B.Comm. (Honours), CFA®
B.Bus.Sc., Postgraduate Diploma in Accounting, CA(SA), CFA®
Notional benchmark consisting of 98% equity (SWIX) , 2% cash (Call rate)
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.