Global Equities Champions
Investor profile:
Institutional and private client investors
Investment type:
Segregated portfolio min. $120,000
Pursues high, long-term returns through diverse companies across all industries in emerging markets and developed markets; priced in US$.
Global Balanced
Investor profile:
Institutional and private client investors
Investment type:
Segregated portfolio min. $120,000
Aims for steady capital growth with reduced volatility while Pursuing high, long-term returns through diverse companies across all industries in emerging markets and developed markets; priced in US$,
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.
Superdogs
Investor profile:
Institutional and private client investors
Investment type:
Endowment min. R100 000
Aims to outperform the FTSE-JSE All Share Index through select listed firms of various sizes and industries.
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.
Mid & Small Cap
Investor profile:
Institutional, retail and private client investors
Investment type:
Unit trust min, R1,000 lump or R500 p.m,; segregated portfolio min. R1mn
Purses 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