Institutional Investor - Our Funds
 

Select 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 incorporates a more concentrated portfolio construction process; it is managed within a higher risk budget and will generally reflect higher risk measures, whether measured as active share or tracking error. Clients whose investment strategy is to blend concentrated (“higher conviction”) mandates of different active managers are well advised to consider Prudential Select Equity.

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

Benchmark

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

Fund Managers

Ross Biggs, Craig Butters and Rehana Khan

Inception Date

November 1998

Composite Name

Deep Value Equity Composite

Minimum Investment Size

Segregated: R500 million

Fees

Please contact us for a proposal