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