Limited to a maximum of 20 holdings, this fund has a high active share and tracking error. Commensurately, the fund has higher volatility than the average unit trust. The portfolio also boasts long investment periods of underlying holdings. The fund is ideal for investors who require maximum capital growth over the long-term through investments in predominantly the equity market. The recommended investment time horizon is at least 7 years.
This high-risk fund is ideal for investors seeking meaningful growth of capital from a focused portfolio of JSE-listed securities. The fund’s aim is to outperform peers investing only in South African equity markets. An investment time horizon of at least 7 years is recommended.
We can assist you with making direct investments but without financial advice. Direct investments via First Avenue are subject to certain minimums. Simply get in touch with our client service team by emailing info@firstavenue.co.za
First Avenue’s funds are available via all the major local and offshore LISPS (linked Investment Services Providers). Please contact us for further information on how to invest via a LISP should that be your preference.
Our unit trust range can be accessed via a number of platform providers. Please contact us for further information.
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