Laurium Capital offers investors a focused range of concentrated alpha seeking unit trusts. All funds comply with the Collective Investment Schemes Control Act (CISCA) and our Balanced Fund is 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.
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.
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.
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.