Equities

Our equity portfolios are managed to invest in selected equities in South Africa, and aim to earn higher returns than the agreed benchmark.

Passive Equity Strategy

Prowess Capped Swix 40 27Four Tracker Fund

Investor Profile

For investors who wish to participate in the stock market with a long-term view to building wealth.  The typical investor has a longer investment horizon and is not sensitive to short-term market fluctuations.

Fund Description

The fund tracks the FTSE/JSE Capped SWIX Top 40 Total Return Index and is designed to provide investors with income and capital growth in the medium to long-term. The fund invests in a diversified range of physical equity securities and sub-indices, closely following the composition of the underlying index with the objective to achieve low tracking error relative to the underlying index. It can also use derivatives to gain synthetic exposure to the index.

Benchmark: FTSE/JSE Capped Swix Top 40 Total Return Index

Structure: Segregated/CIS

For more information please contact: businessdevelopment@prowessinvestments.com

Fund Manager

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