Mianzo Equity Funds:
Mianzo Active Equity Fund
Mianzo Enhanced Equity Fund
Mianzo Index Tracker Fund
MIANZO EQUITY FUNDS
MIANZO ACTIVE EQUITY FUND
The Fund targets returns in excess of the FTSE/JSE SWIX index over the medium to long term (minimum 3 years); at a reduced market risk.
MIANZO ENHANCED EQUITY FUND
A SA Listed Equity Fund that target returns in excess of the FTSE/JSE SWIX Index over the long term (minimum 3 years) and a reduced tracking error.
Fund Managers: Mark Lamohr & Thembeka Sobekwa
Launch date: October 2010
Benchmark: FTSE/JSE SWIX
Weighted Risk Profile: Medium
Minimum Investment: ZAR 50 million
Management Fees: 0.45%
Performance Fees: Negotiable
We also offer both Funds with custom benchmarks.
We seek medium-term mis-pricings and under-valuations within the listed equity universe. Our approach to equity investing is based on determining the ability of a company to generate profits from its operations in any given cycle or valuation period. We look for companies that have robust balance sheets but whose shares are trading at huge discounts to their fair/intrinsic value.
We gain a comprehensive view on the important drivers of sustainable profitability within companies. We place great emphasis in assessing a company’s a) value, quality and market expectation and b) buying at a discount.
MIANZO EQUITY INDEX TRACKER FUND
The Funds aims to give returns that mimic the performance of the FTSE/JSE SWIX Index with a tracking error below 1%.
Fund Managers: Thembeka Sobekwa
Launch date: June 2012
Benchmark: FTSE/JSE SWIX
FTSE/JSE SWIX 40
FTSE/JSE CAPPED SWIX
Weighted Risk Profile: Medium
Minimum Investment: ZAR 50 million
Management Fees: 0,20%
Performance Fees: Negotiable
This Fund is suitable for investors looking for low cost exposure to domestic equity market performance. This Fund is suitable as Core Allocation for investors following a Core-Satellite investment strategy.
We follow a full replication strategy and adhere to strict cash flow management rules and trading discipline to reduce the impact of cash and fee