This fund is suitable for Institutional investors with an average to high risk tolerance and a long term investment horizon. The fund remains ideally suited as a core holding for retirement funds or multi-managed products where an active portfolio is used as anchor component and matched with smaller satellite mandates. Depending on market conditions, Core Equity may at times be equally concentrated as Select Equity, but will generally hold more individual stock positions.
To deliver long-term returns above the benchmark through superior stock selection, by using a valuation-based approach to investing. The portfolio complies with Regulation 28 of the Pension Funds Act, to the extent that this applies to a specialist asset class portfolio.
Segregated and Pooled Life
Weighted composite of the FTSE/JSE Shareholder Weighted All Share Index (SWIX) and the FTSE/JSE Capped SWIX All Share Index (Capped SWIX)
Chris Wood, Johny Lambridis and Simon Kendall
Core Equity SWIX & SWIX Capped Composite
Segregated: R500 million
Pooled Life: R20 million
Please contact us for a proposal