The portfolio seeks medium to long term capital appreciation through investments in selected companies across various sectors of the equity market.
The portfolio aims to provide the investor with an easy, efficient and affordable vehicle for investing in shares quoted mainly on the JSE and includes an element of international exposure.
To achieve superior returns while containing the risks associated with equity investments, the portfolio invests in a broadly diversified portfolio of shares and is actively managed. Liquidity is increased in times of perceived higher risk and reduced in times of perceived lower risk. Occasional use is made of derivatives to manage targeted exposures in the short term. The portfolio favours shares that represent quality and value and which are expected to appreciate over time.
The fund is suitable for investors seeking a long term, high capital growth unit trust with medium risk exposure.