Classification
South African EQ General
Category
Specialist Building Blocks
Risk Rating
Risk: High
Fund Objective
The objective of the Prime South African Equity Fund is a capital appreciation through investment in equity & listed and unlisted financial instruments.
Investment Strategy
The fund is a passive equity fund which aims to track the performance of the mean of funds, specifically in the South African General Equity category. The fund invests in shares listed on the local bourse only and is rebalanced on a quarterly basis.
Fund Universe
The Fund will invest a minimum of 80% of the investment portfolio’s market value in equities at all times. The portfolio may include participatory interests or any other form of participatory interest in collective investment schemes or other similar schemes. The fund will not be permitted to invest in offshore investments.
Investor Profile
This fund is ideal for the investor who seeks the general equity market performance through a well-diversified equity investment portfolio at low costs. The fund is also suited as a component of the equity building block in a multi-manager set-up.
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: BCom (Investment Management), CFA Charterholder
Tatum Starkey is the portfolio manager of local and global equities. Her role involves meticulously analysing listed companies in the local and offshore space. Tatum has over a decade of professional experience, 9 of them in the investment profession covering multi-asset funds, property funds, equity analysis, credit and portfolio management.
Qualifications: BCom (Finance), BCom Hons (Investment Management), CFA Level 2 Candidate
Refilwe holds a Bachelor of Commerce in Finance and a Bachelor of Commerce (Honours) in Investment Management from the University of Johannesburg. She began her career in the financial services industry in 2022 at Momentum Financial Planning. She then joined the Vunani-Coronation Equity Analyst Training Program in 2024, where she gained valuable equity analysis experience. In 2025, she joined Pi Investment Managers as an Equity Analyst, where she supports the Equities Portfolio Manager with both local and offshore equity research and analysis. Refilwe is currently a CFA Level II candidate and continues to deepen her expertise in equity markets through rigorous analysis and a commitment to professional growth.
Qualifications: BCom (Investment Management), CFA Charterholder
Tatum Starkey is the portfolio manager of local and global equities. Her role involves meticulously analysing listed companies in the local and offshore space. Tatum has over a decade of professional experience, 9 of them in the investment profession covering multi-asset funds, property funds, equity analysis, credit and portfolio management.
Qualifications: BCom (Finance), BCom Hons (Investment Management), CFA Level 2 Candidate
Refilwe holds a Bachelor of Commerce in Finance and a Bachelor of Commerce (Honours) in Investment Management from the University of Johannesburg. She began her career in the financial services industry in 2022 at Momentum Financial Planning. She then joined the Vunani-Coronation Equity Analyst Training Program in 2024, where she gained valuable equity analysis experience. In 2025, she joined Pi Investment Managers as an Equity Analyst, where she supports the Equities Portfolio Manager with both local and offshore equity research and analysis. Refilwe is currently a CFA Level II candidate and continues to deepen her expertise in equity markets through rigorous analysis and a commitment to professional growth.
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.