Segregated equity portfolios |
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Plexus manages three domestic segregated equity portfolios:
Plexus Direct Equity Portfolio
The Plexus Direct Equity Portfolio invests in JSE-listed securities and tends to be fully invested in equities at all times. The portfolio is managed by Ryk de Klerk, Investment Strategy Consultant to Plexus.
For information on the investment mandate, risk profile, ideal investors and performance benchmark please click here.
Plexus Pref Portfolio
The Plexus Pref Portfolio is a focused segregated portfolio of preference shares listed on the JSE Securities Exchange and selected by the Plexus Asset Management team.
The investment objective of the portfolio is to generate a high level of tax-free income in the form of preference dividends.
The Plexus segregated equity portfolios are suited to both retail and institutional investors, and can be accessed directly through Plexus via a stock broker account. The portfolios are also available via certain Linked Investment Services Providers (LISPs) for both discretionary and compulsory retirement fund business.
For information on the investment mandate, risk profile, ideal investors and performance benchmark please click here.
