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.
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.
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
Melville Douglas High Alpha Fund Fact Sheet (July 2017)
Melville Douglas High Alpha Fund Fact Sheet (June 2017)
Melville Douglas High Alpha Fund Fact Sheet (May 2017)
Melville Douglas High Alpha Fund Fact Sheet (Apr 2017)
Melville Douglas High Alpha Fund Fact Sheet (Feb 2017)
Melville Douglas High Alpha Fund Fact Sheet (Jan 2017)
Melville Douglas High Alpha Fund Fact Sheet (Dec 2016)
Melville Douglas High Alpha Fund Fact Sheet (Nov 2016)
Melville Douglas High Alpha Fund Fact Sheet (Oct 2016)
Melville Douglas High Alpha Fund Fact Sheet (Sept 2016)
Melville Douglas High Alpha Fund Fact Sheet (Aug 2016)
Melville Douglas High Alpha Fund Fact Sheet (July 2016)
Melville Douglas High Alpha Fund Fact Sheet (June 2016)
Melville Douglas High Alpha Fund Fact Sheet (May 2016)
Melville Douglas High Alpha Fund Fact Sheet (Apr 2016)
Melville Douglas High Alpha Fund Fact Sheet (Mar 2016)
Melville Douglas High Alpha Fund Fact Sheet (Feb 2016)
Melville Douglas High Alpha Fund Fact Sheet (Jan 2016)
Melville Douglas High Alpha Fund Fact Sheet (Dec 2015)
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.
