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 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 Income Prescient Fund aims to preserve Capital with low volatility of returns and a low correlation to equity markets through all market cycles, as well as achieve a return of CPI +3% per annum through a full interest rate cycle. The fund is regulation 28 compliant.
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 compliant.
Laurium Africa USD
Bond Fund (ZAR)
The Laurium Africa USD Bond Prescient Fund The Fund invests primarily in USD and EUR denominated fixed income instruments (Eurobonds) and aims to outperform the Standard Bank Africa ex SA Sovereign Bond TR USD index at lower levels of volatility over time.
SA Equity Fund
The Nedgroup Investments SA Equity Fund has a primary investment objective of long-term capital growth and 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.
PPS Stable Growth
The PPS Stable Growth Fund aims to achieve moderate returns while preserving capital over the medium to long term. The primary objective is to outperform the ASISA SA Multi Asset Medium Equity category average. The investment horizon is greater than five years.
The Laurium Balanced Prescient Fund and the Sanlam Select Managed Fund merged in March 2020 to form the Amplify SCI* Balanced Fund. This is a multi asset, high-equity solution with a moderate risk profile for investors with a five year investment horizon.