The portfolio is actively managed. and the strategy is to remain fully exposed to international equities. Machabeng is invested in companies that represent superior intrinsic value. that are underpinned by strong fundamentals and that are backed by experienced management teams with solid track records. The firms are identified and selected using a disciplined investment process. This process is based on detailed bottom-up research conducted with a long-term view.
US dollar-denominated assets make up 100% of the portfolio. which has a long-term strategic target to hold assets priced in hard currencies. Exposure to other major currencies – including the Euro. Swiss franc Chinese yuan. Japanese yen and British pound – is achieved through the operations of the underlying companies in geographies outside of the US.
The exposure to equities is established through a concentrated portfolio of companies held over long investment periods. which means portfolio management costs are kept as low as possible. The primary goal of the portfolio is to produce high capital growth over the long term measured in US dollars.
The Machabeng Portfolio invests in a portfolio of global equities. Exposure to growth-based. dollar-priced assets means that the portfolio does not comply with the investment limits governing retirement funds (Regulation 28 of the Pension Funds Act). There are no limits or constraints to the geographic allocation or currency allocation of the portfolio. The portfolio matches equity sector exposure based on global equity market sector exposures. The underlying assets are then chosen based on valuation. financial strength and equity class. and thereafter certain equities are excluded based on their environmental. social or governance issues. These shares are held over the longer term to realize their value.
The portfolio is suited to investors who:
RA Investable | NO |
Launch Date | |
Benchmark | S&P 500 Index |
Minimum Time Horizon | 5 Years |
Management/Bundle Fee | 1.35% |
TER | 1.35% |
Estimated TC | 0.13% |
Estimated TIC | 1.48% |
Aug 2022 | 6.54% |
Last 3 Months | -1.36% |
Last 6 Months | -6.16% |
YTD | -6.94% |
Last 12 Months | -3.81% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 18.69% |
1 Year Volatility | 16.99% |
3 Year Volatility | 18.69% |
Best Month | 11.96% |
Worst Month | -12.92% |
Maximum Drawdown | -22.91% |
Bonds | 0% |
Property | 0% |
Cash | 0% |
Local Equity | 0% |
Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
Sector Industrials |
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Sector Information Technology |
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Sector Financials |
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Sector Financials |
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Sector Information Technology |
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Sector Consumer Discretionary |
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Sector Information Technology |
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Sector Financials |
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Sector Energy |
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Sector Industrials |
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Sector Information Technology |
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Sector Health Care |
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Sector Communication Services |
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Sector Consumer Staples |
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Sector Health Care |
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Sector Consumer Staples |
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Sector Information Technology |
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Sector Communication Services |
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Sector Utilities |
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Sector Health Care |
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Sector Energy |
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Sector Real Estate |
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