The H4 Focused Wealth Fund is a high risk equity fund. The primary objective of this portfolio is to achieve capital appreciation over the medium term.
South African-based Vunani Fund Managers (Pty) Ltd (Tony Bell) is the third party investment manager appointed by H4 Collective Investments (RF) (Pty) Ltd and Citadel Investment Services Proprietary Limited.
The portfolio will have a minimum equity exposure of 80%, and will typically hold, but not be limited to, 40 equity securities. It has a dynamic growth focus and targets a focused portfolio of high conviction positions for a specific target market. There shall be no limitations on the relative exposure of the portfolio to any asset class for the balance of the portfolio's assets. The fund's investment universe includes assets in liquid form, and securities across the equity, fixed interest and property markets. The fund is also permitted to invest in offshore investments, as well as participatory interests in portfolios of collective investment schemes, as permitted by legislation. Listed and unlisted financial instruments may be used for efficient portfolio management only.