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.
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.
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)
Ross Biggs, Craig Butters and Rehana Khan
Deep Value Equity Composite
Segregated: R500 million
Please contact us for a proposal