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Fund details

The portfolio seeks to provide investors with long term capital growth.

The primary objective of the portfolio will be to provide investors with long term capital growth by actively managing the asset allocation in the portfolio and the assets will be shifted between the markets and asset classes to reflect changing economic and market conditions.

The Manager will invest in assets in liquid form, preference shares, convertible stock, property and equity securities and non-equity securities.

The portfolio may also include participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.

The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio’s investment objective.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

The portfolio will be managed within the requirements of retirement funds prudential investment guidelines.