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Ninety One Equity Fund

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Overview of Ninety One Equity Fund

  • An equity-only fund for investors seeking capital growth over the long term
  • An investment philosophy focused on investing in companies where expected future profits are being revised upwards at reasonable valuation
  • A disciplined investment process, based on detailed fundamental analysis and an appreciation of the economic cycle

Fund performance

Source: Profile Data

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Ninety One Equity Fund Fact Sheet

Suitable for investors who...

Investors seeking capital growth over the long term

Benchmark

87.5% FTSE/JSE All Share Index (ALSI) + 12.5% MSCI AC World NR (ACWI) (ALSI pre 15/07/2016)

Strategy of Ninety One Equity Fund

The Ninety One Equity Fund aims to provide a total return (the combination of income and capital growth) by investing in equities (e.g.company shares) Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)

Fund Managers

Chris Freund

Rhynhardt Roodt

Other funds from Ninety One

• Ninety One Diversified Income Fund
• Ninety One Cautious Managed Fund
• Ninety One Managed Fund
• Ninety One Opportunity Fund
• Ninety One Value Fund
• Ninety One Global Strategic Managed Feeder Fund
• Ninety One Global Franchise Feeder Fund
• Ninety One Equity Fund
• Ninety One Worldwide Flexible Fund

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