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Ninety One Equity Fund

Code: EQTH

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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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

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?