Cannon Mid and Small Cap H4 Fund

Portfolio overview

The objective of the Cannon Mid and Small Cap H4 is to achieve maximum capital appreciation over the medium to longer term through investment in companies with small to mid-sized market capitalisation primarily listed on the FTSE/JSE, and who display the potential to deliver above average earnings growth. These shares fall outside of the parameters of the JSE Top 40 Index by virtue of their market capitalisation.

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 as well as diversification from their exposure to the larger counterparts listed on the JSE.

Who can invest?

Institutional investors and private clients.

Minimum investment

R5000 lump sum or R500 monthly contribution.

Benchmark

75% FTSE/JSE Mid Cap Index and 25% FTSE/JSE Small Cap Index.

Inception date

1 March 2017