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  Equity Portfolio Range  
       
  This range offers investors a number of options to gain exposure to the South African equity and listed property markets.
The portfolios aim to be fully invested in securities at all times, so investments will fluctuate in value in line with the volatility of the local equity market. The equity investment managers may allocate a portion of the investments to local listed property.		  
 
     
Pure Equity  
Property
The specialist managers selected for this portfolio invest mainly in listed South African property securities. At times, the managers may invest in fixed interest instruments. They are given specific mandates aimed at growth in capital value and income, with the focus on income yield. Relative to other single-manager listed property-only portfolios, this portfolio is expected to have lower volatility of returns over the medium to longer term due to the nature of its construction.

Entrepreneur Equity
The specialist investment managers selected for this portfolio invest in equities, which are shares of companies listed on a registered securities exchange. The managers, which may have different equity investment styles, are given specific mandates aimed at high growth in capital value through active share selection. They are expected to maintain a near-full exposure to the equity market, but at times may have a local cash allocation for liquidity purposes. Relative to other single-manager equity-only portfolios, this portfolio is expected to have lower volatility of investment returns over the longer term due to the nature of its construction. Managers selected for this aggressive equity portfolio tend to be less benchmark cognisant than managers in the moderately aggressive portfolios and are likely to have more focused portfolios with larger active positions relative to a particular benchmark

New Horizons Equity*
In constructing this portfolio Investment Solutions selects start-up investment managers who specialise in equity investment, being investment in shares of companies listed on a registered securities exchange. In selecting these managers, Investment Solutions identifies small investment management firms with a solid business model and strong potential to provide good sustainable investment returns. The managers, which may have different equity investment styles, are given specific mandates aimed at high growth in capital value through active share selection. They are expected to maintain a near-full exposure to the equity market, but at times may have a local cash allocation for liquidity purposes.

Hlumani*
In constructing this portfolio Investment Solutions selects black-owned investment managers who specialise in equity investment, being investment in shares of companies listed on a registered securities exchange. In selecting these managers, Investment Solutions identifies investment management firms, which are more than 50% black-owned and which have a solid business model, a strong potential to provide good sustainable investment returns and where most of the key investment management decision makers are black. The managers, which may have different equity investment styles, are given specific mandates aimed at high growth in capital value through active share selection. They are expected to maintain a near-full exposure to the equity market, but at times may have a local cash allocation for liquidity purposes.

* Only available to Institutional Investors
The specialist managers selected for this portfolio invest in equities, which are shares of companies listed on a registered securities exchange. The managers, which may have different equity investment styles, are given specific mandates aimed at high growth in capital value through active share selection. They are expected to maintain a near-full exposure to the equity market, but at times may have a local cash allocation for liquidity purposes. Relative to other single-manager equity-only portfolios, this portfolio is expected to have lower volatility of investment returns over the longer term due to the nature of its construction.  

 
Managed Share Portfolios  
These portfolios are aimed at investors who want to access the expertise of top South African stock brokerages, either within retirement funds or within tax-efficient discretionary investment vehicles. Managed Share Portfolios are particularly suited to the more sophisticated and financially astute investor. The investor needs to understand the associated risks and the potential rewards.
Because of portfolio manager requirements and the extensive administration involved, this facility will only be available to clients investing R1 million or more in any one of the Managed Share Portfolios. (If you are a member of a retirement fund, this represents your 75% equity holding and a further 25% needs to be invested in bonds or cash. Total investment should thus be R1 350 000.)		  

 
Value Equity  
The specialist investment managers selected for this portfolio invest in equities, which are shares of companies listed on a registered securities exchange. They are chosen for their value-based investment styles and receive specific mandates aimed at high growth in capital value through active share selection over the long-term.
Value investing entails not following the herd, and the portfolio is aimed at clients with a longer investment time horizon who can tolerate periods when Value investing underperforms peers and more Growth-orientated benchmarks. The investment philosophies and processes of the managers result in higher volatility of returns relative to the benchmark than in Investment Solutions' more style-neutral equity portfolios.
The managers are expected to maintain a near-full exposure to the equity market, but at times may have a local cash allocation for liquidity purposes. They tend to be less benchmark cognisant than managers in the moderately aggressive portfolios and are likely to have more focused portfolios with larger active positions relative to a particular benchmark.		  

 
 
     
   

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