Truffle Asset Management is an authorised Category l.ll and llA FSP (FSP no. 36584)
Asset Management and Customised Solutions Services
Truffle Unit Trust
Truffle General Equity Unit Trust Fund
Truffle General Equity Unit Trust Fund
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The Truffle General Equity Unit Trust Fund is a Domestic General Equity Fund governed by the Collective Investment Schemes Control Act, 2002 (CISCA). The primary investment objective of the portfolio is capital appreciation through investment primarily in equity and derivative instruments across all sectors of the JSE Securities Exchange South Africa. The portfolio will invest a minimum of 75% of the market value of the portfolio in equities at all times, but the average exposure to equity over time will be closer to 97% of the market value of the portfolio. At Truffle we believe in long term, value investing basing our decisions on investment fundamentals over a three to five year period. We accept that decisions implemented today could only bear fruit over several years. The application form for investors who do not use an investment advisor and are interested in investing directly in the Truffle General Equity Fund is attached below. |
Truffle Flexible Unit Trust Fund
Truffle Flexible Unit Trust Fund
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The Truffle Flexible Unit Trust Fund is a Domestic Asset Allocation Flexible Fund governed by the Collective Investment Schemes Control Act, 2002 (CISCA). The primary investment objective of the portfolio is to preserve capital while maximizing returns over the longer term. The investment manager has substantial flexibility to vary the asset allocation between interest bearing instruments (for example cash and bonds) and listed equity as the manager deems fit. The application form for investors who do not use an investment advisor and are interested in investing directly in the Truffle Flexible Fund is attached below: |