Our Offering

Equity Preservation

We focus where we add the most value... managing equities.

Methodical Equity Preserver Prescient Fund

Fund Profile Suitable for investors seeking stable equity market-related returns with reduced volatility. The Fund employs asymmetric protective overlays where some upside is capped to provide downside protection.

Fund Objective The Fund strategy aims to capture at least 70% of positive equity market performance over rolling 12-month periods and not participate in more than 30% of negative movements. It does this through a systematic decision making and hedging process informed by data rather than sentiment.

Fund Inception 1 January 2019

Benchmark A composite benchmark of 65% JSE 203 and 35% STeFI.

Initial Fee (excl VAT) 0.0%

Annual Fee (excl VAT) 0.80%

Platform Availability Ninety One IMS
StanLIB (forthcoming)
Momentum Wealth (forthcoming)

Reg 28 No