Invest in tomorrow’s wealth with our range of top equity funds

All unit trust mandates are available as segregated portfolios, depending on fund size.

Please note: These portfolios are also available as unit trusts for private or smaller institutional investors.

Truffle SA Equity Mandate

Fund type

Specialist equity

Mandate

Fully invested in South African equities (maximum cash holding of 5%)

Target return

Annual outperformance of 3% of the chosen benchmark over the long term.

Investible universe

Listed South African equities

Truffle Flexible Mandate

Fund type

Flexible allocation between cash and equities

Mandate

From 100% cash to 100% equities

Target return

CPI+5% per year

Investible universe

Listed equities, property and interest-bearing instruments

Truffle Multi Asset High Equity Mandate

Fund type

Allocation between cash and equities within Reg 28 limits

Mandate

Multi Asset High Equity (max 75% equity)

Target return

CPI+4% per year

Investible universe

Listed equities, property and interest-bearing instruments

Truffle Multi Asset Low Equity Mandate

Fund type

Allocation between cash and equities within Reg 28 limits

Mandate

Multi Asset Low Equity (max 40% equity)

Target return

CPI+3% per year

Investible universe

Listed equities, property and interest-bearing instruments

Truffle Flexible Property Mandate

Fund type

Allocation between fixed income and property

Mandate

From 100% cash to 100% property

Target return

CPI+4% per year

Investable universe

Listed property and interest-bearing instruments

How to invest in our funds

Interested in
investing?

How to invest

Meet our experienced
professionals

Meet the team
The value of experience

Why invest
with us?

Learn more