Ninety One Value Fund

Browse All Funds

Overview of Ninety One Value Fund

The Ninety One Value Fund is a specialist equity fund, which aims to provide capital growth over the long term by investing in value stocks. The aim is provide returns well above the FTSE/ All Share Index, measured over three years. This Ninety One Value Fund seeks to achieve this through value investing, a strategy of favouring stocks that trade for less than their inherent values. The Ninety One Value Fund also selects equities with appealing dividend yields and stable cash flows that are undervalued by the market.

Fund performance

Source: Profile Data

Downloads

Ninety One Value Fund Fact Sheet

Suitable for investors who...

  • Are not risk averse and are able to tolerate short term capital loss
  • Want a value based strategy to complement other investment styles in their portfolio

Benchmark

FTSE/ All Share Index measured over three years

Strategy of Ninety One Value Fund

The Ninety One Value Fund manager actively seeks stocks of companies that are undervalued by the market. The fund also selects equities with appealing dividend yields and stable cash flows.

Fund Manager

John Biccard

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

Clarity Starts Here

  • Retirement: Model your spending
  • Taxation and Fees: Optimise
  • Legacy: Wealth transfer
  • Analysis: Independent review

Sample One-Page Summary

Equites
Next Webinar

Next: Economic Crossroads. Where are SA and the World Headed?

Speakers → Nick Brummer & Johann Els

13 Aug 25 11:00
Your info is secure. Read our POPIA Notice.
By submitting, you agree to communication.

Thanks for getting in touch

We aim to respond as soon as possible.

Free Comparison

Your info is secure. Read our POPIA Notice.
By submitting, you agree to communication.

Thanks for getting in touch

We aim to respond as soon as possible.

Free Consultation

Your info is secure. Read our POPIA Notice.
By submitting, you agree to communication.

Thanks for getting in touch

We aim to respond as soon as possible.

Free Consultation

Your info is secure. Read our POPIA Notice.
By submitting, you agree to communication.

Thanks for getting in touch

We aim to respond as soon as possible.