Institutional Investor - Our Funds
 

Core Equity

Who Should Invest

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. 

Investment Objective

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.

MONTHLY PERFORMANCE (%)

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  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

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Details

Investment Vehicles

Segregated and Pooled Life

Benchmark

Weighted composite of the FTSE/JSE Shareholder Weighted All Share Index (SWIX) and the FTSE/JSE Capped SWIX All Share Index (Capped SWIX)

Fund Managers

Chris Wood, Johny Lambridis and Simon Kendall

Inception Date

September 2004

Composite Name

Core Equity SWIX & SWIX Capped Composite

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal