High Alpha Fund

The High Alpha Fund is a high-conviction, actively managed, South African listed securities fund. The fund comprises a concentrated portfolio of high quality, superior South African listed businesses hand picked on fundamental principles.

Investment Objectives

The objective of this fund is to generate capital growth over the long term, with income generation as a secondary objective. Performance is further enhanced by exploiting short-term market pricing anomalies.  The fund is benchmarked against the FTSE JSE All Share Index, although it is generally benchmark-agnostic in portfolio construction and composition.

The High Alpha Fund reflects the best balance between risk and return at all times, as defined by the Melville Douglas philosophy and process.

Investor Profile

The fund is suitable for investors seeking capital growth and have an investment horizon longer than 5 years. The investor is willing to assume greater risk in the pursuit of higher returns.

Application form Fund fact sheet

Sector Analysis

Performance

 

Top Holdings


You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6666

STANLIB Collective Investments Limited administer these funds.

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: instructions@stanlib.com

Facsimile: 0867 277 501 or 011 448 6651

STANLIB Collective Investments Limited administer these funds.

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