This general equity fund was launched on January 2 1996. Suits investors wanting superior long-term performance from a quality portfolio comprising established and emerging growth companies. 2,94c per unit.
Fundamental research is at the core of the investment approach.
Scouring blue chips for value and identifying those of tomorrow lies at the heart of our approach to share selection. The fund is likely to be fully invested as a norm. Superior growth is the key objective, but my ongoing focus is on diversification and balance. At R57-million the fund is still the smallest general equity unit trust. We encourage our fund managers to visit as many companies as possible so there is continual contact with the firms they invest in.