Wealth Warriors Fund
The Fund invests predominantly in developed markets and targets an annual return of US Consumer Price Inflation plus 3-5%* over any rolling three-year period. It aims to achieve this by combining growth investments that are undervalued relative to their prospects with more defensive yielding securities. Actively employing downside protection strategies and investing across asset classes mitigates large drawdowns while allowing for moderate capital appreciation.
The Fund is also available as an actively managed certificate, AMC 007, accommodating Rand investment. This provides an easy way to access offshore funds as no SARS clearance is required. For trusts and companies, it provides offshore exposure for capital confined within our borders.
Risk Profile
Aggressive Risk Profile. Given the high-growth nature of the Fund’s holdings, investors must be comfortable with periods of significant volatility and short-term downturns associated with market cycles. Investors are encouraged to remain invested for at least five years to give the disruptive themes the opportunity to generate material capital gains.
Investor Suitability
Foreign Exchange Requirements
Asset Allocation
Platform Availability
The Wealth Warriors AMC (ZAR) is available to investors using a brokerage / stock trading account with an authorised JSE equity member. Orders are placed with the broker, who will contact Standard Bank (the issuer) to execute the trade.
Benchmark
The investment performance is for illustrative purposes only. Performance relates to the retail fee class. The investment performance is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown and income is reinvested on the reinvestment date.
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