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    M&G Houseview Equity

    MONTHLY PERFORMANCE (%)

    -

    Who Should Invest

    This fund is suitable for Institutional investors with an average to high risk tolerance and a long term investment horizon. The fund remains ideally suited as a core holding for retirement funds or multi-managed products where an active portfolio is used as anchor component and matched with smaller satellite mandates. Depending on market conditions, Houseview Equity may at times be equally concentrated as Select Equity, but will generally hold more individual stock positions. 

    Investment Objective

    To deliver long-term returns above the benchmark through superior stock selection, by using a valuation-based approach to investing. The portfolio complies with Regulation 28 of the Pension Funds Act, to the extent that this applies to a specialist asset class portfolio.

    Details

    Investment Vehicles

    Segregated and Pooled Life

    Benchmark

    Weighted composite of the FTSE/JSE Shareholder Weighted All Share Index (SWIX) and the FTSE/JSE Capped SWIX All Share Index (Capped SWIX)*

    Inception Date

    September 2004

    Minimum Investment Size

    Segregated: R500 million

    Pooled Life: R20 million

    Fees

    Please contact us for a proposal

    * The benchmark is a market value weighted blend based on the market values and respective benchmarks of the portfolios within the composite.

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Our Equity Offering

    We provide two South African general equity offerings to Institutional clients, being Houseview Equity and Select Equity.  Our oldest Select Equity mandate dates back to November 1998 and the first Houseview Equity mandate to August 2004.  Both have delivered exceptional long-term performance results. All our client portfolios are managed in accordance with a consistent process using fundamental valuation techniques underpinned by a team-based research process.  This has remained materially unchanged for the past 20 years and will continue to be applied for the benefit of our clients. There are no stylistic or philosophical differences between the two institutional offerings.

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