Investment Manager Portfolios
Fisher Dugmore Securities (Pty) Ltd
Fund details
Fisher Dugmore Ci Worldwide Flexible Fund
This is a worldwide multi asset flexible portfolio. The investment objective of the portfolio is to provide investors with long term capital growth by investing in local and global equity securities and non-equity securities
The portfolio maintains a high risk profile and shall have the maximum flexibility to vary assets between various markets, asset classes, such as assets in liquid form, money market, fixed interest, equity and property, and countries to reflect the changing economic and market conditions.
Investments to be included in the portfolio may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible equities, money market instruments, preference shares and property securities.
Fisher Dugmore Ci Diversified Income Fund
The Fisher Dugmore Ci Diversified Income Fund is a multi-asset income portfolio. The investment objective of the portfolio is to provide investors with an alternative to cash with a focus on capital preservation. The portfolio aims to generate a return in excess of South African cash over any rolling 12-month period.
The portfolio maintains a low risk profile and the portfolio’s equity exposure will be limited to a maximum of 10% of the portfolio’s net asset value. The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.
Fisher Dugmore Ci Moderate Fund
The Fisher Dugmore Ci Moderate Fund is a multi-asset medium equity portfolio. The investment objective of the portfolio is to deliver moderate capital growth.
The portfolio maintains a moderate risk profile and the portfolio’s equity exposure will be limited to a maximum of 60% of the portfolio’s net asset value. The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.
Investments to be included in the portfolio may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
Fisher Dugmore Ci Balanced Fund
The Fisher Dugmore Ci Balanced Fund is a multi-asset high equity portfolio. The investment objective of the portfolio is to deliver long term capital growth.
The portfolio maintains a high risk profile and the portfolio’s equity exposure will be limited to a maximum of 75% of the portfolio’s net asset value. The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.
Investments to be included in the portfolio may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
Fisher Dugmore Ci Global Growth Fund
The Fisher Dugmore Ci Global Growth Fund is a global multi-asset flexible portfolio. The investment objective of the portfolio is to deliver long term capital growth.
The portfolio maintains a high risk profile and at least 80% of the portfolio’s net asset value will be invested outside of South Africa, with no more than 80% exposure to assets of a specific geographical region.
Investments to be included in the portfolio may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
