Laurium Capital manages a niche range of unit trusts across the risk spectrum, accessible on most LISPs. All funds comply with the Collective Investment Schemes Control Act (CISCA) and our Balanced, Income and Stable Funds are Regulation 28 compliant. Each portfolio is also available as a tax-free investment. Please see the tax-free option in the Funds drop-down for more information.
The Laurium Equity Prescient Fund has a primary investment objective of long-term capital growth. The fund must remain at least 95% invested at all times in South African listed equities and aims to achieve returns in excess of the FTSE/JSE Capped SWIX benchmark, measured over rolling 2 year periods.
This strategy is available as a tax free investment.
The Laurium Flexible Prescient Fund has a primary objective of long-term capital growth and aims to achieve a return of at least 5% above CPI per annum over rolling 3-year periods through investing in a diversified range of local and foreign asset classes.
This strategy is available as a tax free investment.
The Laurium Balanced Prescient Fund aims to deliver long-term capital growth over time for investors through investing in a broad range of asset classes in a balanced manner. The fund complies with Regulation 28 of the Pension Funds Act.
The Laurium Stable Prescient fund aims to deliver long-term capital growth with low volatility and a low correlation to equity markets through all market cycles. The fund has low exposure to equity markets including preference shares as determined by legislation. The fund is regulation 28 complaint.
Laurium Income Prescient Fund aims to preserve Capital with low volatility of returns and a low correlation to equity markets through all market cycles. The fund aims to achieve a return of CPI +3% per annum through a full interest rate cycle, while providing stability by aiming never to lose capital over any 3-month rolling period. The fund is regulation 28 complaint.
Please read the following terms and conditions (“Terms of Use”) before accessing this section of the Laurium Capital
(Pty) Ltd (Laurium) website. Your access to and use of the website is subject to these Terms of Use and all applicable
laws and regulations. Accessing and using the website, you accept, without qualification, these Terms of Use. If
you do not approve and accept these Terms of Use without qualification, you should exit the website immediately.
The USD denominated funds advised by Laurium are not regulated by the Financial Services Board, and are not available
to South African Investors. By agreeing to the Terms of Use below, you confirm that you are not a South African resident.
The USD denominated funds advised by Laurium are not offered through the website. An offer regarding any such fund may
be made only after you have received a Confidential Offering Circular or Private Offering Memorandum concerning that
fund and have had the opportunity to discuss all matters concerning any prospective investment that you desire. The
website does not provide all information material to an investor’s decision to invest in any such fund, including,
but not limited to, risk factors. For more information, please refer to a fund’s Confidential Offering Circular or
Private Offering Memorandum and read it carefully before you invest.
The information on the website is not intended as and does not constitute investment advice or legal or tax advice or
an offer to sell any securities to any person or a solicitation of any person of any offer to purchase any securities.
The information in the website should not be construed as any endorsement, recommendation or sponsorship of any company
or security by Laurium. You agree that Laurium is not liable for any action you take or decision you make in reliance
on any information on the website.
You acknowledge that any requests for information are unsolicited and any information provided shall neither constitute
nor be construed as investment advice by Laurium to you.
Please agree that you have read and understand the above Terms of Use