The Fund is an actively managed global equity fund that aims to outperform MSCI World Index in Rands over time.
The Fund is fully invested in equities and is structured to minimise the risk of underperforming the benchmark by investing in a diversity of risk premia and blending those strategies to reduce relative market risk over time. The equity selection process targets those shares that offer value and is supported by positive market sentiment.
Investors seeking growth and protection against Rand depreciation through a benchmark aware global equity fund. This Fund is suitable to investors with a long-term investment horizon who wants to invest in Rands.
These portfolios typically exhibit more volatility and potential for capital losses due to higher exposure to
equities and exposure to offshore markets where currency fluctuations may result in capital losses. These
portfolios typically target returns in the region of 5% - 6% above inflation over the long term.