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The portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
Laurium Capital is an independently owned investment manager, with a rigorous investment process that is based on bottom-up fundamental research and combined with disciplined portfolio construction and risk management processes. The South African equity strategy is a core part of the business and the broad investment team is comprised of experienced analysts covering listed companies in South Africa and the Rest of Africa. The company was formed in 2008 and is based in Johannesburg and Cape Town, utilising real-time communication technology to ensure continuous and robust debate.
Laurium rate favourably across a wide range of Responsible Investing criteria, and have proactively sought to improve in this area over recent years. Laurium incorporate ESG factors into their investment process in a manner that is consistent with their long-term investment horizon. They hold the belief that companies cannot achieve sustainable economic success while neglecting their social and environmental responsibilities.
19 February 2021
(ASISA) South African EQ General
FTSE/JSE Capped SWIX All Share Index
Past performance is not indicative of future performance and does not predict future returns.
|excl VAT||incl VAT|
|Fund management fee||1.25%||1.44%|
|Total expense ratio||1.29%|
|Fund transacting costs||0.30%|
|Total investment charges||1.59%|
|Fund price||Market change||Unit count|
|Cents per unit||Latest date||Frequency|
|5.02||30 December 2022||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
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