The Fund targets outperformance of global equity markets over periods of five years or longer. The Fund invests principally in US Equities and uses a systematic/quantitative process to do so. The Fund will comprise selected large and mid-cap equities that are drawn from all industry groups.
The Fund targets outperformance of ALSI TR over periods of five years or longer. The Fund invests principally in South African equities and has a standard 30% allocation to offshore. The portfolio will comprise selected large and mid-cap equities that are drawn from all industry groups.
The Fund 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 processes.