Truffle SCI General Equity Fund

Ideal investment timeframe

7 years+

Investment minimums

  • Lump sum: R10 000
  • Monthly: R500

Investor need

Earn positive real returns over the long term through general equity market exposure

How the portfolio aims to achieve this

Achieve capital appreciation by investing primarily in equity and derivative instruments across all sectors of the JSE

Risk exposure

Returns can be more volatile over the short term relative to the broader market, since a minimum of 80% of the market value of the portfolio will be invested in equities at all times

Investment approach

  • Valuation-based, focussing on stock selection
    Stocks are selected with the objective of outperforming the FTSE/JSE Capped Shareholder Weighted Index

Asset allocation

  • Minimum of 80% will be invested in equities at all times
  • Underlying investments can from time to time also include:
    • Listed and unlisted financial instruments
    • Unlisted forward currency swaps, interest and exchange rate swaps
    • Participatory interests

Income distribution

Semi-Annually

ASISA category

South African Equity – General
(governed by the Collective Investment Schemes Control Act of 2002 (CISCA))

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*The legal registered name of this fund is: Truffle Sanlam Collective Investments General Equity Fund”

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