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.
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.
Wealth and Investment offers an integrated suite of end-to-end wealth management services and banking solutions. For more information on our offerings and solutions, visit our website.
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Melville Douglas is a licensed financial services provider in terms of the Financial Advisory and Intermediary Services Act.
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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.
