EQUITY

The Ngwedi Equity solution is actively managed and allows our clients to target the returns (after fees) generated by their stated equity benchmark (e.g. SWIX, Top 40). This solution 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 solution 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 solution is not a tracker and, over time, seeks to generate returns in excess of the All Share Index, 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 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