Our solutions

Our investment team follows a value investment philosophy and process to identify undervalued assets with above-average risk-adjusted return prospects. Cognisance is also taken of worldwide economic, sector and investment trends to tilt the portfolio towards attractive sectors and companies. Our local and global equity strategies are concentrated, high conviction, bottom-up portfolios which aim to create consistent long-term value for our investors.

INTEGRITY GLOBAL EQUITY STRATEGY

INTEGRITY GLOBAL EQUITY FUND

The primary objective of the portfolio is to achieve long-term capital appreciation (in USD terms) by investing in a diversified portfolio of global equities. A minimum of 80% of the portfolio will be invested in equities and the portfolio is therefore suitable for investors with an investment horizon of five years or longer.

The strategy is also available as a collective investment scheme – Integrity Global Equity Fund

INTEGRITY LOCAL EQUITY STRATEGY

INTEGRITY LOCAL EQUITY
STRATEGY

The primary objective of the portfolio is to achieve long-term capital appreciation by investing in a diversified portfolio of South African Equities. A minimum of 80% of the portfolio will be invested in equities and the portfolio is therefore suitable for investors with an investment horizon of five years or longer.

The strategy is also available as a collective investment scheme – Integrity Local Equity Fund

GLOBAL FLEXIBLE STRATEGY

GLOBAL FLEXIBLE
STRATEGY

The primary objective of the portfolio is to achieve long term capital appreciation by investing in a diversified portfolio of securities, primarily through indirect investment in underlying collective investment schemes. The investment manager has total flexibility as to the appropriate asset allocation at various stages in the investment cycle. Tactical asset allocation changes will be implemented to take advantage of opportunities offered by changing market conditions.

The strategy is also available as a collective investment scheme – Global Flexible Fund

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