The Seed Equity Fund is a low cost local equity Fund that makes use of smart beta techniques. Value and momentum investment styles have been selected as they have historically generated uncorrelated outperformance of markets. These styles are equally weighted within the Fund. The Fund aims to generate returns in excess of the JSE ALSI Total Return (J203T) over rolling 7 year periods and avoid negative returns over any 5 year period. The Fund is not Regulation 28 compliant and is therefore not suitable, by itself, for investments in retirement funds. The net equity weighting will never be less than 80% of the Fund’s market value.
Fund Risk Rating