This fund is designed for long-term capital growth and is suited to investors with a higher than average short-term risk tolerance. The portfolio’s current focus is on selected resources shares and will remain equity centric. |
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OBJECTIVE
As Trinity’s flagship investment strategy The Trinity Preferred Fund aims to achieve long term capital growth with active management. It does this by investing in under-valued JSE-listed resources and with a heavy gold bias. It is best-suited to investors seeking a Rand-hedge with a higher than average short-term volatility tolerance. We achieve market outperformance by focusing on equities in the precious metals, minerals and energy sub sectors.
Click here to view the
Trinity Preferred Fund Fact Sheet |
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This strategy is designed for long-term growth in both capital and income and is suited to investors willing to take an average market risk. |
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OBJECTIVE
The strategy aims at long-term growth through good quality equities listed on the JSE. It is intended that the strategy remain fairly fully invested in companies largely from the top 40 shares listed on the JSE, but that liquidity can be increased from time to time if the market is judged to be over-valued or "expensive".
We aim at market outperformance by over-weighting sectors of the market that are expected to show above average growth, increasing or decreasing liquidity during periods of extreme volatility and taking advantage of special medium or small capitalisation shares that have above average growth prospects.
Click here to view the
Trinity Growth Equity Strategy Fact Sheet |
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This fund is solely invested in physical gold and allows an easy facility for the purchase and retention of this asset class. |
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OBJECTIVE
The Trinity Gold Bullion Fund comprises 100% of investable funds in physical gold. This may either be in the form of Krugerrands but is most often in a physical gold exchange traded fund (ETF). The Krugerrands are held under the custodianship of the Trinity’s stockbrokers and are specifically allocate to the fund.
The ETF’s bullion is held in the form of individually identified bars, in the name of a trustee, in an allocated account with a Custodian. The account does not form part of the Custodian’s assets. The Trustee may not trade, lease or lend the bars, which are also physically segregated from other metal held in the vault.
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Click here to view the
Trinity Gold Bullion Fund Fact Sheet |
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