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.
To deliver long-term returns above the benchmark through superior stock selection, by using a value based approach to investing. This offering tends to take more concentrated stock positions than Core SWIX, which will reflect in a higher ex-post tracking error.
Segregated and Pooled Life
FTSE/JSE Shareholder Weighted All Share Index (SWIX)
Ross Biggs, Craig Butters and Rehana Khan
Deep Value SWIX Composite
Segregated: R500 million
Pooled Life: R20 million
Please contact us for a proposal