The Sir Edmund Hillary strategy follows a quantitative style investing in the top 140 most liquid shares of the JSE. The strategy consists of a combination of our momentum investment approach and value shares (based on growth, earnings and dividends) which have shown resistance to downside volatility and therefore provide stability to the portfolio. During normal market conditions the portfolio will have a long exposure of 220% and a short exposure of 40% which will be adjusted for adverse market conditions.
- Management Fee: 1.2%
- Performance Fee: 20% above the benchmark
- Fee Differentiator: Performance fees accrued therefore remain at risk to future performance
This fund is suitable to:
This strategy is limited to a maximum of 10% to 15% of total investable assets.
- Investors seeking maximum equity returns whilst taking substantially more risk than the market;and
- Investors who have an investment horizon of at least five years.