Our equity funds aim to be fully invested in South African equities on a consistent basis and are positioned in our best ideas, based on our investment team’s proven bottom-up stock-picking process.

Managed Equity Fund (performance-focused)
Our Managed Equity fund aims to maximise outperformance of its benchmark consistently over the long term and does not have explicit risk constraints.

Core Equity Fund (risk-controlled)
Our Core Equity fund operates within specific risk constraints, which are normally expressed in terms of a maximum permitted tracking error. Operating within these constraints, the Core Equity fund aims to maximise outperformance of its benchmark. While both of these funds draw on our bottom-up research process, they differ in terms of portfolio construction and management.

Click on an icon below to select a fund.