Investment and Return Objective
The Fund aims to provide an income from dividends that is greater than the FTSE/JSE Africa Shareholder Weighted Index by investing in shares that offer an attractive yield relative to the benchmark. It further aims to outperform the benchmark over the long-term.
The Fund uses quantitative techniques to build a high-income equity portfolio which aims to deliver superior dividend income and performance relative to its benchmark. The selection process targets those shares that offer an attractive dividend yield but eliminate high dividend yield shares that are out of favour. The process ensures that the portfolio is scalable and maintains high liquidity.
Who Should Invest
Investors with a long-term investment horizon seeking broad based exposure to higher dividend yielding stocks in the South African equity market.
Risk Indicator = Aggressive
Risk Indicator Definition
These portfolios typically hold meaningful equity and/or offshore exposure, which may result in significant capital volatility over all periods. Due to their nature expected long-term returns are higher than for the other risk categories.