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.
Equity
Fund
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.
Flexible
Fund
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.
Balanced
Fund
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.
Stable
Fund
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.
Income
Fund
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.