Classification
South African EQ General
Category
Specialist Building Blocks
Risk Rating
Risk: Medium-High
Fund Objective
The primary investment objective of the Prime General Equity Fund is capital appreciation through investment primarily in equity and listed and unlisted financial instruments.
Investment Strategy
The Fund is actively managed and is not restricted to a particular investment style. The focus is on individual stock selection where holdings are expected to meet the Fund objective. The investment portfolio will invest a minimum of 80% its market value in equities at all times. The Fund will strive to provide investors with a minimum return equal to the Mean of Funds in the South African Equity category of ASISA on a rolling three-year basis.
Fund Universe
The Fund will invest in the equity market as well as listed and unlisted financial instruments.
Investor Profile
The Fund is suitable for investors who are able to invest for at least three years. The Fund may underperform for a period of up to 35 months.
Portfolio Managers
Through the determination and dedication of our people, we serve our partners and generate long-term value for all stakeholders. Our team brings deep insight across asset classes – fostering collaboration and driving performance.
Portfolio Managers
Through the determination and dedication of our people, we serve our partners and generate long-term value for all stakeholders. Our team brings deep insight across asset classes - fostering collaboration and driving performance.
Qualifications: B.Com (Hons) in Financial Analysis & Portfolio Management, a B.Sc (Hons) in Chemistry and is a CFA Charter holder and Certified Financial Risk Manager (FRM).
Marco is director of SA Equities at Northstar Asset Management and portfolio manager of the Northstar BCI Equity Fund. He joined Northstar in June 2013. Prior to joining Northstar, Marco spent 4 years at PSG Asset Management as a credit analyst. Previously he worked for ABSA Corporate and Business Bank as a corporate credit analyst. Marco has 17 years’ investment experience.
Disciplined | Ethical | Intentional
Investment
Philosophy
We invest with intent, always working toward outcomes that endure.
Structured | Diversified | Purposeful
Investment
Process
Our process is guided by clarity and discipline, turning insight into action.
Responsible
Investing
We believe long-term success begins with responsible capital stewardship.