The Perpetua SCI* Equity Fund is a general equity fund that seeks to sustain high long-term capital growth. The fund has high exposure to local and international equity. Therefore, investors can expect significant fluctuations (volatility) in short-term performance.
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The Perpetua SCI* Equity Fund mainly invests in equity securities, preference shares, bonds, cash, property securities and shares listed on exchanges, and liquid assets. The fund may invest in other collective investment schemes registered in the Republic of South Africa, consistent with the fund's mandate. The funds' equity exposure will always exceed 80% of the fund's value. Furthermore, the fund can invest in listed and unlisted financial instruments (derivatives) as the Collective Investment Schemes.