Investment Strategies

Lima Mbeu Multi-Asset Fund

The fund invests globally across stocks, bonds, and cash instruments.

We believe that diversification across asset classes offers one of the best ways to build wealth consistently with low volatility.

The Fund seeks to deliver consistent investment returns by outperforming a composite multi-asset benchmark.

The fund is suitable for investors who are looking for long term growth of capital but prefer a sophisticated investor to make the asset allocation decision on their behalf.

Lima Mbeu SA Equities Fund

The investment universe of the Fund comprises stocks of companies listed on the Johannesburg Stock Exchange (JSE), in South Africa.

We believe that buying companies whose earnings are growing faster than average leads to the outperformance of the market in the long run.

The fund seeks to invest in stocks of growth companies, particularly those that have high returns on capital, and positive sentiment.

The fund is suitable for investors who are looking for long term growth of capital and are willing to be exposed to the capital volatility that comes with investing in equities.