We manage a suite of rand-denominated local unit trusts. We also give you access to global markets through rand-denominated unit trusts that invest internationally, and foreign currency denominated global funds. This allows you to cater to your individual investment needs.
LOCAL FUNDS
GLOBAL FUNDS
Local Unit Trusts
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Fund
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Objective
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Aims to offer investors long-term capital growth without assuming a greater risk, and earn a higher rate of return than that of the South African equity market as presented by the FTSE/JSE All Share Index (including income).
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Aims to achieve superior medium- to long-term capital growth by investing in selected sectors of the equity, gilt and money markets, both locally and abroad.
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Aims to achieve long-term capital growth and a reasonable level of income for investors.
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Aims to achieve capital appreciation and generate a return of CPI+3% over a rolling three-year period.
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Aims to preserve capital while maximising income returns for investors.
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Aims to maximise income while achieving as much long-term capital appreciation as interest rate cycles allow.
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Aims to provide capital security, a steady income and easy access to your money.
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Aims to achieve capital growth over the long term with the generation of income not being the main objective of the portfolio.
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Aims to achieve superior medium- to long-term capital growth through exposure to selected sectors of the global equity, bond and money markets.
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Combined Quarterly Portfolio Commentaries
Quarterly Commentary Portfolio Archive
Global Funds
Invest in other Currencies
Fund
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Objective
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Downloads
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The fund’s objective is to invest in worldwide equities with the aim of outperforming the average of
the world’s equity markets, as represented by the MSCI Daily Total Return Net World USD Index (the
benchmark). It is a dollar-denominated global equity fund, domiciled in Malta, whose investment policy
provides for it to invest mainly in global listed securities and that aims to reduce the comparative risk
(against the benchmark) of loss over an investment period of four or more years.
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The fund’s objective is to achieve medium- to long-term capital growth through exposure to selected
sectors of the global equity market, bond market or money market. The fund is denominated in US dollars
and domiciled in Malta. The investment policy provides for an actively managed, flexible asset allocation to
listed and unlisted financial instruments according to changing market conditions and the fund may invest
up to 100% in equities.
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