The fund aims to out-perform its benchmark over the long term by 2% through both top down and bottom up stock analysis. The Fund uses a four factor model, namely; a Macro-Economic Model, a Fundamental Accounting Value Model, a Behavioural Model, and a Technical Analysis Model. The models are blended to ensure performance consistency and lower fund volatility versus the benchmark.
Benchmark: The fund seeks to out-perform the FTSE/JSE Swix Top 40 Index by 2% per annum.
0.45%: R250m – R500m