Forms

Domestic Funds

A rand-denominated money market fund that invests in South African money market instruments only.


A rand-denominated worldwide balanced fund that has the flexibility to invest in equities, bonds, property and cash, both locally and globally. A maximum of 75% of the portfolio’s assets may be invested in equities at all times. The fund complies with Regulation 28 of the South African Pension Funds Act.


A rand-denominated worldwide balanced fund that has the flexibility to invest in equities, bonds, property and cash, both locally and globally.


A rand-denominated equity fund that invests exclusively in South African equities. The Fund's aim is to outperform the South African equity market over the long term by selecting shares based on a value philosophy. The fund will remain more than 90% invested in equities at all times.


A rand-denominated entry point into the Global Fund, a US-dollar denominated fund that invests primarily in high quality global companies but has the flexibility to default to cash if we can’t find sufficient value in global equities.


International Funds

A US-dollar denominated global equity fund that invests primarily in high quality global companies but has the flexibility to default to cash if we can’t find sufficient value in global equities.