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The portfolio aims to provide investors with capital growth in the medium to long term through passive investment strategies.

The primary objective of the portfolio will be to provide investors with capital growth in the medium to long term through passive investment strategies which will include securities and instruments which will mirror various indices in order to capture value and/or momentum in the portfolio from time to time, depending on market conditions.

The Manager will invest in equity securities, non-equity securities, assets in liquid form and listed and unlisted financial instruments, both locally and abroad.

A portion of the portfolio may from time to time invest in instruments that track the FTSE/JSE Dividend + Index or any other index that represents value investments and the remaining portion of the portfolio may from time to time invest in instruments that mirror indices that provide for momentum investments. The combination of these securities will enable the Manager to track the performance of the value and/or momentum indices, depending on market conditions from time to time.

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.

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