Individual Investors

Individual Investors


 

Mazi Asset Management Prime Equity Fund

Who should invest?

Individuals who seek exposure to listed equities with very little regard for short to medium term downside and volatility. Individuals with high risk tolerance who aim to produce long-term capital growth.

Investors with a minimum investment horizon of five years.

Investment objectives

The fund aims to produce long-term growth on capital and income. The fund’s goal is to deliver a total return that beats an average of South African General Equity Funds over the long-term without taking any further risk. It invests in shares that offer value and medium-to long-term capital growth.

Fund investment style

The fund invests in companies with sustainable business models, credible management teams, healthy balance sheets and robust cash flows. It uses Mazi’s fundamental stock selection process to limit downside risk and participate on the upside over time. It invests in a selection of shares across the range of large, mid and small cap shares, and across all sectors of the stock market.

Mazi Asset Management Prime Property Fund

Who should invest?

Individuals who seek exposure to listed South African property with little regard for short-term downside and volatility. Individuals with medium to high risk tolerance who aim to produce medium- to long-term capital and income growth.  

Investors with a minimum investment horizon of three years.

Investment objectives

The fund aims to produce a total return above the South Africa Listed Property Index, and also deliver long-term capital growth.

Fund investment style

The fund invests in South African listed properties that are managed by companies with sustainable business models, credible management teams, healthy balance sheets and robust cash flows. It uses Mazi’s fundamental stock selection process to limit downside and participate on the upside over time.

Mazi Asset Management Prime Africa Equities Fund

Who should invest?

  • Individuals who seek exposure to high growth African economies with remote regard for short- to medium-term downside and volatility.

Individuals with high risk tolerance who aim to produce long-term capital growth

  • Investors with a minimum investment horizon of 10 years.

Investment objectives

The fund aims to produce long-term growth on capital. The fund’s goal is to deliver a total return that beats an average of South African Equity Funds over the long-term without taking any further risk. It invests in shares that offer value and medium- to long-term capital growth.

Fund investment style

The fund invests in companies with sustainable business models, credible management teams, healthy balance sheets and robust cash flows. It uses Mazi’s fundamental stock selection process to limit downside risk and participate on the upside over time. It invests in a selection of shares across the range of large, mid and small cap shares, and across all sectors of the stock market.

The Mazi Prime co-named funds (as defined in BN 778 of 2011) are registered under the Prime Collective Investment Scheme, managed by Prime Collective Investment Schemes Management Company (RF) (Pty) Ltd (“Prime CIS”) (Registration No. 2005/017098/07), a registered Collective Investment Schemes Management Company in terms of the Collective Investment Schemes Control Act 45 of 2002, supervised by the Financial Sector Conduct Authority (‘FSCA’).
Mazi Asset Management (Pty) Ltd is the FSCA approved and appointed investment manager of the co-named CIS funds.

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