The unit trust portfolio is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over the long term. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives. Due to its specialist nature, the portfolio will typically display higher volatility than a general equity unit trust portfolio.
Denker Capital is an independent asset manager specialising in both local and offshore equities. The business was created in 2015 through the merger of SIM Unconstrained Capital Partners and SIM Global, two entrepreneurial, boutique businesses within Sanlam Investments. Denker Capital authorised as a Financial Services Provider under the Financial Advisory and Intermediary Services Act (FSP No 47075).
Denker has a strong belief in the impact that ESG can have on an investment, with material weight placed on the governance structures within their investee companies. Denker acknowledges that sustainability is a fast-evolving topic and is continually looking to develop their own internal practices in support of this agenda. Denker actively votes at AGMs, recording a near 100% voting participation in the past year.
03 November 2003
(ASISA) South African EQ Financial
South African EQ Financial
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||1.99%|
|Fund transacting costs||0.22%|
|Total investment charges||2.21%|