Cannon SuperDogs

Portfolio overview

The Cannon SuperDogs strategy is suited to investors seeking exposure to a more aggressive investment strategy. The investment should be seen as long term, as the strategy seeks capital growth from investments that may include small- and medium-sized listed companies that may be difficult to trade or that will deliver their best results in years from now and not “the next quarter”. For this reason, investors need to be able to tolerate large deviations from the market as well as large capital fluctuations over time. However, evidence and our experience show that this is one of the surest ways to achieve successful investment results over time. The portfolio represents a unique market offering that is invested in some great companies which are off the radar of most mainstream investors. This makes SuperDogs a perfect diversification from, or satellite to, more conservative, growth-like or passive portfolios. It is wrapped in a tax efficient endowment product which reduces capital gains tax on the investment.

Who can invest?

Institutional investors and private clients.

Minimum investment

R200 000 lump sum or R1 000 monthly contribution

Benchmark

FTSE-JSE Financials and Industrials Index

Inception date

28 February 2009

Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual performance Benchmark
2017 1.09 1.52 -2.44 -3.56 -1.16 -2.78 0.10           -7.22 14.90
2016 -9.96 1.67 7.05 4.17 -1.33 0.43 1.80 0.80 1.77 0.87 1.36 3.01 11.64 -5.76
2015 1.00 2.14 -0.86 2.40 1.06 -1.85 -0.66 -0.39 1.27 4.07 -4.61 -1.18 1.07 15.25
2014 -2.17 2.79 1.81 3.52 2.97 0.53 1.03 -0.37 0.76 1.48 2.48 3.09 19.29 19.17
2013 2.93 -1.44 2.66 -0.94 -1.75 -3.53 2.31 1.45 7.37 4.52 0.56 -0.07 14.46 34.38
2012 3.26 3.70 2.74 2.85 -2.42 0.45 2.85 -0.02 1.10 0.63 3.19 4.82 25.49 42.36
2011 -2.74 -1.61 -1.83 -0.14 1.01 -0.96 3.66 -4.35 -1.86 3.41 -2.03 3.39 -4.33 9.66
2010 -1.82 1.03 5.66 3.22 -3.05 -0.47 3.98 -3.14 6.14 3.99 -0.67 4.58 22.16 22.01
2009     7.88 4.62 6.03 3.40 7.79 7.62 4.66 0.99 -0.05 3.18 56.46 55.98