Fundamental
Equity
Fundamental Investments
      institutional our funds fundamental equity

      Fundamental Equity

      This actively managed portfolio is fully invested in South African equities, including listed property. While it favours shares trading below their intrinsic value, the portfolio managers combine this valuation with their understanding of a company’s quality, earnings growth potential and market sentiment. By combining these factors, the portfolio aims to outperform the benchmark with less volatility.

      This solution is suitable for investors wanting long-term capital growth from a diversified SA equity portfolio, but who can tolerate short- to medium-term volatility.

      STRATEGY DETAILS 

      Benchmark:  FTSE/JSE Capped Shareholder Weighted All Share Index (Capped SWIX)

      Objective: This pure equity portfolio aims for long-term capital growth by outperforming the benchmark over time, but with less volatility.