Managed Equity Fund (Capped SWIX)
The Managed Equity Fund aims to significantly outperform its benchmark over time and be fully invested in South African equities on a consistent basis. It is actively positioned in our best ideas, based on our team’s bottom-up stock-picking process. This fund invests in South African equities and does not have explicit risk constraints. It is […]
Money Market Fund
This fund seeks to maximise interest yields subject to strictly defined credit and risk parameters. This is a low risk product with a strong focus on capital protection. The fund invests in money market instruments such as NCDs, treasury bills, fixed deposits, short-term corporate paper and conduit paper. All investments have a maximum maturity of […]
Bond Fund
The Bond Fund seeks to outperform the benchmark over time and offers exposure to the South African bond market by investing in a range of government, parastatal and corporate bonds. The fund is actively managed and performance is achieved by identifying investment opportunities across the interest rate spectrum.
Global Balanced Fund
This fund aims to significantly outperform the median manager in the retirement fund manager peer group over the long term. It has a global balanced mandate and investments are diversified across domestic equities, property, bonds, cash and foreign assets. The fund is actively managed and is positioned in our best ideas, based on our team’s […]
Domestic Balanced Fund
This fund aims to significantly outperform the median manager in the domestic retirement fund manager peer group. It has a balanced mandate and investments are diversified across equities, bonds and cash. The fund is actively managed and is positioned in our best ideas, based on our team’s proven research process. It is Regulation 28 compliant […]
Core Equity Fund
The Core Equity Fund aims to maximise performance within a reasonably tight tracking error constraint. It aims to be fully invested in South African equities on a consistent basis and is conservatively positioned in our best ideas, based on our team’s bottom-up stock-picking process. The fund invests in South African equities within a reasonably tight […]
Managed Equity Fund
The Managed Equity fund aims to significantly outperform its benchmark over time and be fully invested in South African equities on a consistent basis. It is actively positioned in our best ideas, based on our team’s bottom-up stock-picking process. This fund invests in South African equities and does not have explicit risk constraints. It is […]
