ACTIVE EQUITY

The Ngwedi Active Equity SNN Fund is actively managed and aims to achieve returns above the Shareholder Weighted All Share Index (“SWIX”) over a 3-year rolling period. The equity selection process targets shares that offer the best economic value according to defined income statement, cash flow statement and balance sheet metrics. We place significant emphasis on value, quality, momentum and volatility factors as known sources of equity market returns. The equity selection process follows a bottom-up rules-based approach that has been proven to offer the potential of outperforming the market.

 

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WHO SHOULD INVEST

Investors seeking actively-managed broad-based exposure to the South African equity market

INVESTMENT UNIVERSE

Equities and instruments that provide exposure to the equity market, where the underlying component may be invested in fixed income securities

MANDATE CATEGORY

South African – Equity – General Equity

INVESTMENT VEHICLE

Unit Trust

RISK INDICATOR

INVESTMENT TERM

RISK BENCHMARK

Shareholder Weighted All Share Index (“SWIX”)

 COMPLIANCE

CISCA, Long-Term Insurance