If you’re looking for above-average total returns on your investment, we offer a range of Equity Portfolios with varying investment terms and risk profiles.

 

Value Equity Portfolio

Portfolio Objective:

Our primary investment objective with the Value Equity Portfolio is to provide you with above-average total returns (capital plus income) over an investment horizon of three to five years, with a significant income component. The investment will be in a mix of quality ordinary shares and high-yielding other instruments (such as units in property trusts and property loan stock companies, and preference shares) listed on the JSE.

 

Rationale for the portfolio:

We design the portfolio meet the needs of investors looking for concentrated equity exposure but at the same time requiring income above the equity market’s average dividend yield. We meet the income requirement by including in the portfolio a significant element of high-yielding equities as well as other JSE-listed securities such as preference shares, property trusts and property loan stock companies. The returns on these other listed securities tend to be less volatile than the returns on pure equities, and their inclusion therefore lowers the portfolio’s overall risk profile.

For more info: Download the factsheet

 

Equity Portfolio

Portfolio Objective:
Our primary objective with the Equity Portfolio is to provide you with above-average total returns (capital plus income) over an investment horizon of three to five years, by investing in quality ordinary shares listed on the JSE.

 

Rationale for the portfolio

We design the portfolio to meet the needs of long-term investors looking for concentrated equity exposure through a diversified portfolio of quality shares, spread across the resources, financial and industrial sectors of the market.

For more info: Download the factsheet

 

Aggressive Equity Portfolio

Portfolio Objective:
Our primary objective with the Aggressive Equity Portfolio is to provide above-average total returns (capital plus income) over an investment horizon of one to three years, by investing in quality ordinary shares listed on the JSE. To pursue this objective, the management of the portfolio will generally be more aggressive than that of the Conservative Equity or Moderate Equity model portfolios, in terms of both the frequency of changes and the weightings of sectors and shares.

 

Rationale for the portfolio:

We design the portfolio to meet the needs of investors looking for concentrated equity exposure through an aggressively managed portfolio of quality shares, reflecting our highest conviction views in respect of market groupings, sectors and individual counters.

For more info: Download the factsheet

 

Aggressive Rand Hedge Equity Portfolio

Portfolio Objective:
Our primary investment objective with the Rand Hedge Equity Portfolio is to provide above-average total returns (capital plus income) over an investment horizon of three years or more, by investing in quality JSE-listed ordinary shares of companies that derive a substantial proportion of their earnings from exports denominated in ‘hard’ currencies, and/or from businesses operating in developed economies.

 

Rationale for the portfolio:

We design the portfolio to meet the needs of investors who believe the Rand will depreciate against the currencies of developed countries and who wish to hedge against negative movements in the currency through concentrated exposure to the shares of companies whose earnings benefit from Rand weakness.

 

For more info: Download the factsheet

 

Aggressive Technical Momentum Equity Portfolio

Portfolio Objective:
Our primary objective with the Technical Momentum Equity Portfolio is to provide above-average total returns (capital plus income) over an investment horizon of one year or more, by investing in quality ordinary shares (including smaller capitalisation issues) listed on the JSE, selected by reference to their trends of price outperformance relative to the JSE All Share Index. Our predominant management focus is on achieving capital growth through identifying outperforming shares for inclusion in the portfolio. Your dividend income is likely to constitute only a small portion of total return.

Rationale for the portfolio:
This specialist portfolio should only be chosen by investors willing to follow our views on relative price performance, derived from technical analysis, and who are prepared to accept frequent changes in the constituents of the portfolio, and the possible tax consequences thereof.

For more info: Download the factsheet 

 

Dividend Income Portfolio

Portfolio Objective:

The primary objective is to provide the investor with a sustainable and growing income stream while maintaining the capital value in real terms over an investment horizon of 3 years. The income earned should equal or outperform the CPIX over a rolling 3 year period.

 

Rationale for the portfolio:

The portfolio is designed to meet the needs of investors whose primary objective it is to establish a regular income that is both tax efficient and outperforms inflation. The portfolio will hold a mix of high yielding equities and preference shares. While the primary objective of the portfolio is to generate income, it is expected that the value of capital will be maintained in real terms. Investments are made in mature companies with a sound track record of paying regular growing dividends. The preference shares can be substituted in whole or in part with property trusts depending on the investor’s tax situation.

For more info: Download the factsheet