The fund seeks medium to long-term capital appreciation through investments in selected companies across various sectors of the equity market.
The fund aims to provide the investor with an easy, efficient and affordable vehicle for investing in shares on the Namibian Stock Exchange and the JSE. The medium to long-term goal is to provide superior returns while also containing the risks associated with equity investments. This is achieved by investing in a broadly diversified portfolio of shares and by active management.
The fund will manage exposure to the market in general and to sectors in particular to achieve lower volatility of returns. Liquidity is increased in times of perceived higher risk and reduced in times of perceived lower risk. The fund favours shares that represent quality and value and which are expected to appreciate over time.