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First Avenue General Equity Composite

This medium risk fund is ideal for investors who require capital growth with lower risk than the market over the long-term. The fund invests exclusively in the equity market. The recommended investment time horizon is at least 7 years.

First Avenue General Equity Composite
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First Avenue General Equity Composite

Who should invest

This medium risk fund is ideal for investors seeking meaningful growth of capital, coupled with a income distribution from dividends from a diversified portfolio of JSE-listed securities. The fund’s aim is to outperform the market while ranking top quartile among peers investing only in South African equity markets. An investment time horizon of at least 7 years is recommended.

  • Invests predominantly in JSE Equities.
  • A high conviction portfolio.
  • Provides maximum capital growth and income distribitions over the long term.
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Invest with First Avenue directly

Please get in touch with our client service team by emailing info@firstavenue.co.za

Speak to your financial advisor

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.

Requirements For This Fund

  • R 10 000
    • Certified Copy of both sides of ID Document with 3 specimen signatures.
    • Proof of Address (not older than 3 months) e.g. utility bill, rates, Telkom.
    • Proof of Banking details (not older than 3 months).
    • SARS document containing name and tax number.

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