Premium EquityThis actively managed portfolio is diversified across South African blue-chip equities. The portfolio is uniquely constructed to provide an attractive combination of equity outperformance with lower risk than the benchmark. The portfolio provides an uncorrelated source of alpha relative to other equities strategies.
This solution is suitable for institutional clients with a moderate risk profile in an equity context and a time horizon longer than three years.
Benchmark: FTSE/JSE Capped Weighted All Share Index (Capped SWIX)
Objective: The portfolio aims to outperform the FTSE/JSE Capped Weighted All Share Index over rolling three-year periods.