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Institutional portfolios

Domestic Equity Strategy.

0

%

Annualized Return Since Inception*

R

0

bn

Strategy Size

0

AGGRESSIVE

Risk Profile

Investment Growth

No Data Found

Portfolio returns are gross of management fees and are as of 30 September 2022.
Performance data source: Truffle Asset Management, Bloomberg.

Investment performance is for illustrative purposes only. Income is reinvested on the reinvestment date.
Investment growth is for the amount of R100 since inception of the portfolio.

0

%

Annualized Return Since Inception*

0

%

Benchmark Return

0

%

Outperformance

Objective

A specialist South African equity solution which aims to achieve superior long term capital growth through adopting a distinctive stock selection process with significant attention to managing downside risk.

Investable Universe

This portfolio will invest in a minimum of 90% equity with a maximum cash holding of 10%. This portfolio has no offshore exposure.

Why choose this portfolio?

  1. An investment belief that generating solid investment returns is not only achieved by identifying winners, but also from avoiding value traps and unnecessary risk taking.
  2. An agile team-based approach where opportunities are clearly identified and exploited.
  3. A disciplined equity process that invests in quality assets with long term valuation potential.

Portfolio Overview

FTSE/JSE Capped SWIX All Share Index

Targeted Return

No

Regulation 28

Aggressive

Risk Profile

10 years +

Ideal Investment Timeframe

01 January 2013

Portfolio Inception Date

R250 million

Minimum Investment Amount