Tables

Equity Fund

This is a specialist equity portfolio that aims to maximise returns over the FTSE/JSE SWIX over time, and is ideally suited to investors with a high risk profile and a tolerance for capital volatility over the short to medium term. The portfolio invests in up to 25 equity securities and such equity securities will not include companies outside of the top 50 companies by market capitalisation on the JSE.

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Aluwani Equity Fund

Shareholder Weighted (SWIX) Indices

To outperform the JSE SWIX index and achieve top quartile performance against peers

3-5 years

Equity Fund

This is a specialist equity portfolio that aims to maximise returns over the FTSE/JSE SWIX over time, and is ideally suited to investors with a high risk profile and a tolerance for capital volatility over the short to medium term. The portfolio invests in up to 25 equity securities and such equity securities will not include companies outside of the top 50 companies by market capitalisation on the JSE.

Download Factsheet

Aluwani Equity Fund

Benchmark

Shareholder Weighted (SWIX) Indices

Performance Target

To outperform the JSE SWIX index and achieve top quartile performance against peers

Investment Horizon

3-5 years