Mid & Small-CapFundamental Investments
      institutional our funds mid and small cap

      Mid & Small-Cap

      This actively managed portfolio invests in established companies falling outside of the FTSE/JSE Top 40 Index. The portfolio is well diversified, style agnostic and favours companies trading below their intrinsic value. The portfolio manager combines this valuation with an understanding of a company’s quality, earnings growth potential and market sentiment. Investors are getting exposure to quality companies with above-average growth prospects.

      The typical Mid & Small-Cap portfolio breakdown is roughly 80% mid-caps and 20% small caps.

      This solution is suited to investors seeking long-term capital growth and who can tolerate stock market volatility.


      Benchmark: FTSE/JSE All Share Index (ex Top 40 Index) or client specific

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