Institutional Investor - Our Funds
 

Deep Value 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. This offering tends to take more concentrated stock positions than Core SWIX, which will reflect in a higher ex-post tracking error.

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

Ross Biggs, Craig Butters and Rehana Khan

Inception Date

September 2004

Composite Name

Deep Value SWIX Composite

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal