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SA Equity Fund

Investment manager

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.


Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R250

Recommended minimum period

7 years

Inception date

19 February 2021

Asisa category

(ASISA) South African EQ General


FTSE/JSE Capped SWIX All Share Index

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.25% 1.44%
Fund expenses -0.14%
Total expense ratio 1.30%
Fund transacting costs 0.15%
Total investment charges 1.45%

Price as at eac View all prices

Fund price Market change Unit count
170.51 0.44% 525 318 900.3788

Income distribution

Cents per unit Latest date Frequency
4.83 29 December 2023 Annually

Responsible investing

Responsible investing icon

Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

Read more Responsible Investing Link