This fund is ideal for investors with a medium-to-high risk tolerance looking for a combination of long-term high dividend yield and capital growth. This is achieved through local and global equity exposure. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains.
This fund aims to provide a dividend yield higher than the equity market, while growing capital and dividends in line with the equity market.
South African - Equity - General
ASISA South African – Equity - General Category Mean
Ross Biggs and Kaitlin Byrne
02 August 1999
Tax-Free Class (T): R10 000
Tax-Free Class (T): R500 pm
Raging Bull and Morningstar/ Standard & Poor's
No initial fees charged
Tax-Free Class (T): 1.25%
This fund is managed with an aggressive valuation-based investing approach. It invests in South African- and global-listed companies that pay high and sustainable dividends. The fund also seeks out “value situations” by investing in shares with low relative PE ratios as well as shares that are trading at a discount to their intrinsic value, while being mindful of appropriate risk levels. The intended maximum limits are: Equity: 100%; Listed Property: 10%; Offshore: 25%; Africa: 5% (excl. SA).
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