PERSONAL TRUST Equity Fund
The Equity Fund’s goal is to provide investors with capital growth over the long term. The fund has full exposure to the South African equity market and carries a high risk profile.
- To provide returns in excess of the JSE All Share Index over the long-term with lower than average risk of capital loss.
- Alternate, more efficient vehicle for clients with individual share portfolios due to CGT advantages
- Suitable for investors seeking full exposure to the SA equity market
- Focus on high quality businesses with good long-term prospects
- Caters for clients who have a high risk profile with a long-term investment horizon