ACTIVE EQUITY

The Ngwedi Active Equity solution is actively managed and aims to achieve returns above our clients’ stated equity benchmark 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 VEHICLES

Segregated Mandate, Life Portfolio, Unit Trust (Coming Soon)

RISK INDICATOR

INVESTMENT TERM

RISK BENCHMARK

Client’s equity benchmark such as ALSI, SWIX, Capped SWIX

 COMPLIANCE

CISCA, Medical Schemes, Long-Term Insurance