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 portfolio complies with Regulation 28 of the Pension Funds Act, to the extent that this applies to a specialist asset class portfolio.

Investment Objective

To deliver long-term returns above the benchmark through superior stock selection, by using a value based approach to investing.

MONTHLY PERFORMANCE (%)

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

Investment Vehicles

Segregated and Pooled Life

Benchmark

FTSE/JSE Shareholder Weighted All Share Index (SWIX)

Fund Managers

Chris Wood, Johny Lambridis and Simon Kendall

Inception Date

September 2004

Composite Name

Specialist Equity Pension Index Composite

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal