IJG PRESCIENT SA EQUITY FUND
Investment objective
The Fund’s investment objective is to create wealth for investors over the long-term. The portfolio aims to outperform a benchmark representing the performance of the broad South African equity market. Given the nature of the portfolio asset class, the portfolio aims at achieving a higher risk-adjusted return than the selected benchmark.
Investment process
The Fund applies a bottom-up approach with the aim of identifying and investing in undervalued securities across all sectors of the JSE Securities Exchange. At all times, the fund will at minimum have a 90% exposure to equity instruments.
Who should invest?
The Fund is suited to investors who seek capital growth over a long-term investment horizon. An investment horizon of 5+ years is recommended.
Minimum investment
The minimum investment for the Fund is a N$10 000 lump-sum or a N$1000 monthly contribution.
Fee
Initial Fee: 0.00%
Annual Management Fee: 1.00%