Institutional Investors
First Avenue has been managing investments on behalf of its institutional clients since February, 2011. Our clients include direct corporate pension funds, asset consultants, and multi-managers. We offer two options for investment by institutional clients: Segregated Mandates and Unit Trusts Funds (Institutional Class).
Our strategy is one of simple but strong intentions: valuation-driven equity investment management. All of our products are managed according to one investment philosophy and process. Given our specialist equity focus, we offer only two investment strategies – Focused and General Equity. These strategies differ only by the level of concentration on our best ideas. The Focused strategy represents our twenty (20) best investment ideas. The General Equity strategy accommodates client specific risk controls such as tracking error, cash and sector limits, security exclusions, etc. As a result, this strategy can hold up to 30 names in the portfolio.
Fund Range
Latest Allocation
(As at 12 March 2019)
- Fixed Income
- Cash
- Equity
- Alternatives
- Fund
- Objective
- Risk Profile
- Allocation
- The Horizon
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First Avenue General Equity Composite
Substantial capital growth over the long-term with due regard for absolute risk by out-performing the market index by 3% p.a. over rolling 3 year periods.
Medium5-7 Years
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First Avenue Global Quality Growth
Substantial capital growth over the long-term with due regard for absolute risk by out-performing the market index by 3% p.a. over rolling 3 year periods.
High5-7 Years
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First Avenue Global Top 100
Substantial capital growth over the long-term with due regard for absolute risk by out-performing the market index by 3% p.a. over rolling 3 year periods.
High5-7 Years
Accessing global investments using rands
The Northstar BCI Global Flexible Feeder Fund is a South African based Unit Trust that invests exclusively into the Northstar Global Flexible Fund. The fund maintains a small cash position in ZAR in order to facilitate liquidity for investors. The experience of investors in this fund therefore reflects the performance of the Northstar Global Flexible Fund, as measured in ZAR. There is no initial fee for investors, but an annual management fee of 0.40% including VAT, is charged in addition to the fees levied in the underlying fund.