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Signature Equity Balanced Fund 

Fund Information

Fund Information

The Signature Capital Equity Fund is ideal for investors with a higher risk tolerance who are looking for out-performance of the average South African General Equity Fund without taking on greater risk of loss. The recommended investment horizon is 7 years or longer.

HIGH RISK
LONG TERM GROWTH
AVERAGE RETURN: 18.98%
LONG TERM

Investment Details

ASISA Category: South African – Equity – General
Regulation 28 Compliant: Yes.
Inception Date: 02. August 1999.
Benchmark: ASISA South African – Equity – General Category Mean.
Fund Managers: Chris Johnson, Yusuf Junaid and Leo Kruger. 
Min Lump Sum: R50,000-100,000.
Annual Management Fees: Investor Class (A): 1.00%

Suitable for you if:

  • You are looking for steady, long-term capital growth.

  • You are ideally investing for at least seven years.

  • You are comfortable with taking on higher risk of market fluctuation and potential capital gain.

  • You wish to invest in a fund that complies with legal investment limits for optimal growth.

Fund Management Approach

This fund invests in companies that meet the portfolio managers’ value criteria. The fund seeks out value by attempting to capture all components of return over time, including high dividend yield, earnings growth and possible market re-rating. The intended maximum limits are: Equity: 100%; Listed Property: 10%; Foreign: 45%

FUND RETURN: 18.98%  BENCH MARK: 13.54%  OUT PERFORMANCE: 5.44%

Compliance

FSCA

In order for us to Manage funds, we have to adhere to strict regulations and bodies to protect investors.
We’re registered with the FSCA our FSCA LICENCE no is 47126 registered as Signature Capital Investments.

FISA

We’re also a member of The Fiduciary Institute of Southern Africa (FISA) is the only non-profit professional body focusing solely on fiduciary practitioners in Southern Africa.

ACI & ASISA

We’re also a member of the Association of Collective Investments (ACI), as well as The Association for Savings and Investment South Africa (ASISA).

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