NAV on 2020/10/29
|NAV on 2020/10/28
|52 week high on 2020/08/27
|52 week low on 2020/03/19
|Total Expense Ratio on 2020/06/30
|Total Expense Ratio (performance fee) on 2020/06/30
Sanlam Collective Investments
JSE All Share Index TR
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Jean-Pierre du Plessis
The objective of this portfolio is to provide above average growth in capital over the medium to long term. Income will be of secondary importance. The risk associated with theis portfolio shall be the same as the risk associated with SA equities as an asset class. Volatility of capital can occur over the short-term.
The prtfolio shall invest in assets in liqid form and in servurities across all sectors of the JSE Securities Exchange of South Africa as well as international exchanges and other permissible assets allowed by the Act. the portfolio shall be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Act from time to time in order to achieve its investment objective, and shall be permitted to invest in offshore investments as leislation permits This portfolio will invest predominantly in equities. Apart from the above, the portfolio may also invest in participatory interests of portfolios of collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes.
The fund will be manage with a high conviction approach, typically holding no more than 20 positions at any time. In line with the investment mangaer's investment philosophy and process, the holdings will be concentrated in selected JSE Top companies with the buy-to-hold management approach encouraging minimal portfolio turnover.