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Perpetua SCI* Equity Fund
Overview:
The Perpetua SCI* Equity Fund is a general equity fund that seeks to sustain high long-term capital growth. The fund has high exposure to local and international equity. Therefore, investors can expect significant fluctuations (volatility) in short-term performance.
Fund performance
Source: Profile Data
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Suitable for Investors Who:
- Have an Aggressive risk profile.
- Want to increase their equity exposure.
- Are comfortable with market fluctuations in the short term.
- Have an investment horizon of 5-10-years.
Benchmark:
FTSE/JSE Capped SWIX Index
Strategy:
The Perpetua SCI* Equity Fund mainly invests in equity securities, preference shares, bonds, cash, property securities and shares listed on exchanges, and liquid assets. The fund may invest in other collective investment schemes registered in the Republic of South Africa, consistent with the fund's mandate. The funds' equity exposure will always exceed 80% of the fund's value. Furthermore, the fund can invest in listed and unlisted financial instruments (derivatives) as the Collective Investment Schemes.
Fund Managers
Delphine Govender
Glen Heinrich
Lonwabo Maqubela
Patrick Ntshalintshali
Other funds from Perpetua
Next Webinar
Tax Optimisation for Investors
Speakers → Nick Brummer & Stuart Dyer
11 Jun 25 11:00