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Local Equity Funds

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.

Fund Objective

  • To provide returns in excess of the JSE All Share Index over the long-term with lower than average risk of capital loss.

FUND FEATURES

  • 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

interested in investing?

Contact us for more information on any of our funds or to simply get advice on what is best for you.

interested in investing?

Contact us for more information on any of our funds or to simply get advice on what is best for you.