CALL US021 001 2323
‹ Back to all funds

Perpetua SCI* Equity Fund

Code: PMEA1

Overview

2018 has been a particularly volatile year for South African investors. From the highs it experienced in the first quarter, the SWIX was down 4% for Q4 2018 dragging 2018’s return down to -11.7%. All major sectors were down for the quarter whilst for the year, only the resources sector delivered positive returns with 15.5% for the 12 months. The healthcare, property and consumer goods sectors were the worst performers for the 12 months.

Fund performance

Source: Profile Data

Downloads

Suitable for investors who...

Investors that seek to sustain high long-term capital growth.

Benchmark

FTSE/JSE SWIX (J403T)

Strategy

The portfolio’s investment universe consists of equity securities, preference shares, debentures, debenture bonds, money market instruments, property shares and property related securities listed on exchanges, and assets in liquid form. The manager may from time to time invest in participatory interests in portfolios of collective investment schemes registered in the Republic of South Africa which are consistent with the portfolio’s investment policy. The portfolio’s equity exposure will always exceed 80% of the portfolio’s net asset value. The portfolio will also be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Collective Investment Schemes Control Act from time to time. The Manager shall be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.

Fund Managers

Delphine Govender

Glen Heinrich

Lonwabo Maqubela

Patrick Ntshalintshali

Other funds from Perpetua

‹ Back to all funds

Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
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?

Chat to your portfolio manager

Ready to invest?
×

Let's chat

One of our investment consultants will contact you shortly.
×

Newsletter Signup

Please complete all information below to sign up.
×

Need Advice?

xxx OK
×

Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
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?