One to con­sider if you have an ap­petite for risk

Finweek English Edition - - FUND IN FOCUS - BY JANA MARAIS 21.35%

is a pure eq­uity, sec­tor-spe­cific fund that aims to out­per­form the FTSE/JSE In­dus­trial In­dex by in­vest­ing in listed in­dus­trial shares. It may in­vest a max­i­mum of 25% of its as­sets off­shore; cur­rently only about 8% of the fund is in­vested off­shore, and it is un­likely to go above 12% in the next two years, says port­fo­lio man­ager An­drew Kingston. An i nvest­ment ti me hori­zon of at l east f i ve years is rec­om­mended.

TOP 10 HOLD­INGS (AS AT 30 JUNE)

% OF PORT­FO­LIO

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