Global Growth

Investment type:

All individual and institutional investors

Investor profile:

Portfolio (also available as a TFSA)

Pursues high capital growth through global investment opportunities, particularly international shares and real estate.

Download close

Assertive Growth

Investment type:

All individual and institutional investors

Investor profile:

Portfolio (also available as a TFSA)

Pursues high capital growth through exposure to all major asset classes with flexible offshore exposure.

Download close

Balanced Growth

Investment type:

All individual and institutional investors

Investor profile:

Portfolio (LA and RA options; Reg. 28 Compliant; also available as a TFSA)

Seeks steady capital growth over the long term through investing in all major asset classes, Regulation 28 compliant.

Download close

Capital Preservation

Investment type:

All individual and institutional investors

Investor profile:

Portfolio (LA and RA options; Reg. 28 Compliant; also available as a TFSA)

Guards against the risk of negative returns and inflation through a portfolio of highly diversified asset classes.

Download close

Money Market

Investment type:

Institutional investors

Investor profile:

Segregated portfolio; R25mn institutional min.

Bespoke money market portfolio. Protects capital and seeks income above short-term bank deposit rates; minimum volatility and high liquidity.

Download close

Hummingbird

Investment type:

Institutional and private client investors

Investor profile:

Fund, min. R250,000 lump sum

A concentrated set of well-managed, overlooked businesses. Tomorrow’s stars with the potential for exponential growth.

Download close

SuperDogs

Investment type:

Institutional and private client investors

Investor profile:

Fund, min. R100,000 lump sum

Seeks high, long-term returns in diverse companies with unrealised potential; returns are largely uncorrelated to the market.

Download close

Mid & Small-Cap Equity

Investment type:

Institutional and private client investors

Investor profile:

Unit trust, min. R5,000 lump sum or R500 p.m.; and segregated individual or institutional portfolio

Pursues returns in mid- and small-sized companies with excellent prospects and the ability to deliver returns ahead of the JSE’s Mid- and Small-Cap Index.

Download close

Cannon Equity H4 Fund

Investment type:

All individual investors

Investor profile:

Unit trust, min. R5,000 lump sum or R500 p.m.

Seeks to sustain high, long-term capital growth through a diversified portfolio of listed equities with attractive valuations.

Download close

All Equities

Investment type:

Institutional and private client investors

Investor profile:

Segregated portfolio, min. R1mn lump sum

Aims to outperform the FTSE-JSE All Share Index through select listed firms of various sizes and industries.

Download close

Domestic Balanced

Investment type:

Institutional and private client investors

Investor profile:

Segregated portfolio (Reg. 28 Compliant), min. R1mn lump sum

Aims for steady capital growth with reduced volatility, primarily through equities, while providing sustained income.

Download close

Global Balanced

Investment type:

Institutional and private client investors

Investor profile:

Segregated portfolio, min. $250,000 lump sum

Seeks steady capital growth with lower-than-market volatility, primarily through diversified equity holdings; priced in US$, owned alongside global bond and real estate assets.

close

Global Champions

Investment type:

Institutional and private client investors

Investor profile:

Segregated portfolio, min. $250,000 lump sum

Pursues high, long-term returns through diverse companies across all industries in emerging markets and developed markets; priced in US$.

Download close

Preference Share

Investment type:

Institutional and private client investors

Investor profile:

Portfolio, min. R1mn lump sum

Aims for a high, after-tax yield through a dividend stream from a diverse set of FTSE/JSE-listed preference shares.

Download close