SA Equity Long Only Strategy
The SA Equity Long Only Strategy can be accessed through a segregated portfolio or participation in the Steyn Capital Equity Prescient Fund.
Strategy Profile and Objectives
The Steyn Capital SA Equity Long Only Strategy follows a value orientated philosophy with a bottom-up stock selection approach, investing only in South African listed equities.
The primary objective is the maximisation of long term returns through significant outperformance of the FTSE/JSE Capped SWIX Index. The investment strategy is to maximize investor capital by buying securities with trading values materially lower than their intrinsic values.
The portfolio's high Active Share makes it an ideal blending partner with low cost index funds.
Since inception gross annualised return
19.44%
Cumulative gross return
1 515.90%
Annualised volatility
14.93%
Active share
59.22%
Strategy Facts and How to Invest
Latest Factsheet and Letter:
🗎 Steyn Capital SA Equity Long Only Strategy factsheet
🗎 Steyn Capital SA Equity Long Only Strategy latest quarterly letter
Strategy Size: R7 600 million - October 2024
The Steyn Capital SA Equity Long Only Strategy can be accessed through a segregated portfolio or participation in the Steyn Capital Equity Prescient Fund.
Enquire about segregated portfolios through our contact page.
Steyn Capital Equity Prescient Fund
Value orientated portfolio investing in South African listed equities only and follows a bottom-up stock selection approach
Fund Profile and Objectives
The Steyn Capital Equity Prescient Fund is a value orientated South African general equity portfolio. The portfolio invests only in South African
listed equities and follows a bottom-up stock selection approach.
The portfolio’s primary objective is the maximisation of long term returns
through significant outperformance of the FTSE/JSE Capped SWIX Index.
The investment strategy is to maximize investor capital by buying securities
with trading values materially lower than their intrinsic values.
The portfolio's high Active Share makes it an ideal blending partner with low cost index funds.
Since inception net annualised return
6.74%
Cumulative net return
73.09%
Annualised volatility
16.39%
58.73%
| Fund | Benchmark | |
| Highest rolling 1 year (annualised) | 68.66% | 39.78% |
| Lowest rolling 1 year (annualised) | -33.63% | -24.34% |
Fund Facts
Latest Minimum Disclosure Document
🗎 Steyn Capital Equity Prescient Fund – Class B1 MDD
Risk profile: High
Launch Date: 31 July 2016
Portfolio Size: Fund - R612 million; Strategy - R7 600 million - 31 October 2024
Minimum initial investment: R20 000 lumpsum or R1 000 per month
Pricing and Liquidity: Daily at 15h00 (3pm) SA time (UTC+02:00)
ASISA Classification: South Africa - Equity - General
ISIN Fund Class B1: ZAE000222352
How to invest
Complete Prescient Manco’s onboarding process: the process, documents and processing timeline are indicated on each form.
🗎 New Investor Application – Individual
🗎 New Investor Application for Tax Free Savings Account- Individual
🗎 New Investor Application – Entity
If you have already been onboarded with Prescient Manco for another fund, you can simply complete an additional investment form should you wish to invest in one of the other funds.
The Fund is also available on the following platforms: Allan Gray, Easy Equities, Glacier, LifeCycle, Momentum and Ninety One.
Funds and Strategies
