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SA Equity Fund

Investment Objectives

The 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. It aims to generate capital growth over the medium to long term through investing in listed SA equity securities. Income generation is a secondary objective. The fund will adopt a more aggressive approach over the medium to long term, attempting to achieve a high alpha relative to the benchmark. It targets long-term total returns in excess of the benchmark chosen from time to time.

Investor Profile

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

Application Form Fund Fact Sheet


Archive

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: [email protected]

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: [email protected]

Facsimile: 0867 277 501 or 011 448 6651

STANLIB Collective Investments Limited administer these funds.

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