Curate Momentum Equity Fund
This fund is designed for investors who want to build their wealth over the long term by holding shares in companies listed on stock exchanges both in South Africa and around the world. It looks to maximise returns for investors by identifying those shares with the best prospects over 5 to 7 years.
Why invest in this fund?
- High potential returns over long periods.
- A portfolio fully invested in listed companies, both in South Africa and on global markets.
- Careful risk management.
- Ideal as a long-term investment.
Risk profile
High
Low risk
Moderate
High risk
Investment term
5-7 years
Asset class
Equity
Managed by
Laurium Capital
Laurium is an independent South African asset manager with a culture of high-performance. It manages a range of funds, all focused on delivering superior performance for investors, with a keen awareness on avoiding major risks. The healthy debate within its diverse and experienced team ensures that every investment idea is thoroughly analysed and tested before it makes it into a portfolio.
Fund
objective
This fund will always be close to 100% invested in the stock market. That means it will benefit from the long-term gains from listed companies, but with the associated short-term risks. It is ideal for investors looking to grow their wealth over the long term.
Investment philosophy
The team at Laurium is constantly looking for shares that are trading at prices below what they believe they are truly worth.
While this fund will predominantly find these opportunities in South Africa, a portion will always be invested internationally to both balance the risks and to take advantage of the larger pool of shares around the world.
The portfolio is run by a team of managers, so no single opinion dominates how it is run. This means that the portfolio is always well diversified as it benefits from different ideas and perspectives.
Fund-related risks
The value of the investments in this portfolio will move up and down over shorter time periods, given the variability of the stock market. Extreme events could have a particularly large impact.