Global Growth

Investor profile:

All individual and institutional investors

Investment type:

Segregated portfolio min. R150,000; TFSA no min.

Pursues high capital growth through global investment opportunities, particularly international shares and real estate.

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Assertive Growth

Investor profile:

All individual and institutional investors

Investment type:

Segregated portfolio min. R150,000; TFSA no min.

Pursues high capital growth through exposure to all major asset classes with flexible offshore exposure.

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Balanced Growth

Investor profile:

All individual and institutional investors

Investment type:

Segregated portfolio min. R150,000; LA, RA & TFSA no min. (Reg. 28 Compliant)

Seeks steady capital growth over the long term through investing in all major asset classes, Regulation 28 compliant.

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Capital Preservation

Investor profile:

All individual and institutional investors

Investment type:

Segregated portfolio min. R150,000; LA, RA & TFSA no min. (Reg. 28 Compliant)

Guards against the risk of negative returns and inflation through a portfolio of highly diversified asset classes.

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Money Market

Investor profile:

Institutional investors

Investment type:

Segregated portfolio min. R25mn

Bespoke money market portfolio. Protects capital and seeks income above short-term bank deposit rates; minimum volatility and high liquidity.

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Hummingbird

Investor profile:

Institutional and private client investors

Investment type:

Fund min. R250,000

A concentrated set of well-managed, overlooked businesses. Tomorrow’s stars with the potential for exponential growth.

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SuperDogs

Investor profile:

Institutional and private client investors

Investment type:

Unit trust min. R100,000; segregated portfolio min. R1mn

Seeks high, long-term returns in diverse companies with unrealised potential; returns are largely uncorrelated to the market.

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Mid & Small-Cap Equity

Investor profile:

Institutional and private client investors

Investment type:

Unit trust min. R1,000 lump or R500 p.m.; segregated portfolio min. R1mn

Pursues returns in mid- and small-sized companies with excellent prospects and the ability to deliver returns ahead of the JSE’s Mid- and Small-Cap Index.

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Cannon Equity H4 Fund

Investor profile:

All individual investors

Investment type:

Unit trust min. R1,000 lump sum or R500 p.m.

Seeks to sustain high, long-term capital growth through a diversified portfolio of listed equities with attractive valuations.

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All Equities

Investor profile:

Institutional and private client investors

Investment type:

Segregated portfolio / unit trust min. R1mn

Aims to outperform the FTSE-JSE All Share Index through select listed firms of various sizes and industries.

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Domestic Balanced

Investor profile:

Institutional and private client investors

Investment type:

Segregated portfolio min. R1mn (Reg. 28 Compliant)

Aims for steady capital growth with reduced volatility, primarily through equities, while providing sustained income.

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Global Balanced

Investor profile:

Institutional and private client investors

Investment type:

Segregated portfolio min. $250,000

Seeks steady capital growth with lower-than-market volatility, primarily through diversified equity holdings; priced in US$, owned alongside global bond and real estate assets.

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Global Champions

Investor profile:

Institutional and private client investors

Investment type:

Segregated portfolio min. $250,000

Pursues high, long-term returns through diverse companies across all industries in emerging markets and developed markets; priced in US$.

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Preference Share

Investor profile:

Institutional and private client investors

Investment type:

Segregated portfolio min. R150,000

Aims for a high, after-tax yield through a dividend stream from a diverse set of FTSE/JSE-listed preference shares.

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