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Individual Investors

Individual Investors


 

Mazi Capital Prime Equity Unit Trust

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 Prime Balanced Fund

Who should invest?

Individuals who seek steady long-term capital and income growth with some regard for short-term downside and volatility. Individuals who require an actively managed diverse multi-asset high equity portfolio that complies with Regulation 28 (retirement funds investment limits).

Investors with a minimum investment horizon of three years.

Investment objectives

The fund aims to produce a stable and growing capital and income within Regulation 28 constraints. The fund’s goal is to deliver a total return that beats a benchmark of the average return of its peer funds without taking any further risk.

Fund investment style

The fund invests in a combination of shares, property, bonds and cash by using an active asset allocation strategy. It invests in companies with sustainable business models, credible management teams, healthy balance sheets, and robust cash flows.

The maximum limits as per Regulation 28 are: 75% in Equities, 25% in Listed Property, 25% offshore with an additional 5% into the African continent (excluding South Africa).

Mazi 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 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.

 

Mazi Capital Prime Defensive Balanced Fund

Who should invest?

Individuals who seek to generate steady medium- to long-term growth in capital and income but are also cognizant of the market short-term downside and volatility. Individuals who require an actively managed diverse multi-asset low equity portfolio that complies with Regulation 28 (retirement funds investment limits).

Investors with a minimum investment horizon of two years.

Investment objectives

The fund aims to provide capital preservation over any 12 month period whilst producing a total return above cash plus 3% per annum, within the Regulation 28 constraints.  

Fund investment style

The fund invests in a combination of shares, property, bonds and cash by using an active asset allocation strategy to achieve diversification. The fund invests in companies with sustainable business models, credible management teams, healthy balance sheetsand robust cash flows.

 

 

 

 

 

 

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