EQUITY

The Ngwedi Equity SNN Fund is actively managed and allows our clients to target the returns (after fees) generated by the equity benchmark (“SWIX”). This Fund aims to outperform the benchmark over a 3-year rolling period with very little tracking error when compared to the median fund in the category.  The Fund follows a portable alpha investment strategy, which aims to closely replicate the composition of the chosen equity benchmark and provide return-enhancing opportunities.

 

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WHO SHOULD INVEST

Investors seeking cost-effective South African equity market exposure. This Fund is not a tracker and, over time, seeks to generate returns in excess of the Shareholder Weighted All Share Index (“SWIX”), after fees.

INVESTMENT UNIVERSE

Instruments that provide exposure to the equity market where the underlying component is 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