Cannon All Equities

Portfolio overview

The aim of the Cannon All Equities strategy is to outperform the FTSE-JSE All Share Index over a long-term investment horizon. The strategy is managed with Cannon Asset Managers’ overarching value philosophy, and clearly defined stock selection process.

In identifying the most attractive opportunities, Cannon searches for stocks that offer evidence of attractive valuations, are of high quality measured both by qualitative and quantitative measures, and that have return prospects that are better than the market. Over time, this combination of attributes has shown to be effective in beating the market and delivering real growth in investor’s wealth.

This strategy is suited for investors that require capital growth over time and invests in listed firms of varying sizes and industries, giving investors diversification across market sectors via the equity market.

Who can invest?

Institutional investors and private clients.

Minimum investment

R1 million

Benchmark

FTSE-JSE All Share Index

Inception date

31 July 2000

Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual performance Benchmark
2017 3 -1.58 -2.11 -1.54 -1.64 -2.61 3.19 0.8 -2.36       -4.85 12.58
2016 -6.98 5.27 6.49 4.19 -3.28 0.99 2.17 0.96 3.15 -1.72 4.43 1.72 17.88 2.63
2015 1.34 1.61 -5.25 4.93 0.32 -1.44 -1.45 -2.74 -1.74 3.66 -5.40 -0.56 -0.65 5.13
2014 0.83 2.91 -1.39 2.58 -0.92 0.05 1.81 -2.14 -4.59 0.39 -1.38 -1.69 -8.21 10.88
2013 5.08 -0.97 1.31 -3.45 3.69 -3.47 3.16 5.16 4.70 4.74 -1.60 0.18 15.95 21.43
2012 6.41 4.00 -0.87 1.86 -5.27 -0.31 0.67 1.83 1.44 2.89 -0.52 3.97 12.22 26.68
2011 -2.28 2.41 -0.99 0.90 -1.04 -1.09 -1.98 -3.45 -2.98 5.03 1.78 0.06 6.41 2.57
2010 -2.87 2.06 6.58 0.82 -5.34 -3.19 7.45 -3.15 8.03 3.43 -1.64 6.14 11.13 18.98
2009 -1.01 -12.51 10.27 4.34 8.95 0.39 10.64 8.70 0.75 3.09 -1.74 3.88 53.74 32.13
2008 -6.10 8.16 -5.53 4.16 1.56 -6.97 -2.70 3.24 -10.26 -13.56 -2.87 4.94 -25.34 -23.23
2007 3.93 3.65 5.71 4.59 1.18 0.13 0.74 -1.14 2.45 6.58 -4.12 -1.80 4.10 19.19
2006 12.06 2.07 5.55 5.16 -3.23 1.07 -0.35 4.72 0.90 3.71 3.53 5.08 39.13 41.23
2005 3.63 5.70 -0.31 -4.11 8.29 3.77 6.77 3.08 10.19 -1.22 2.73 7.60 72.26 47.25
2004 6.85 1.13 2.45 -2.26 0.11 -0.48 3.81 9.92 6.93 3.02 8.16 2.03 47.50 25.44
2003 -3.52 -0.33 -6.58 -1.59 14.84 -0.17 5.80 5.17 2.13 7.58 -0.18 7.61 64.01 16.08
2002 -4.31 -4.57 -2.50 10.14 3.72 -3.40 -6.19 5.22 4.58 2.80 2.74 -1.55 6.41 -8.31
2001 6.40 -0.64 -6.01 9.74 6.83 2.61 -2.30 1.24 -7.84 5.60 6.57 1.99 12.07 32.61
2000               5.79 -4.27 0.04 0.39 8.41 9.58 8.49