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Equinox Managed Portfolios

Portfolio Performances to 01 Apr 09
Portfolio3mth6mth12mth2yrs3yrs
Top Managers0.69%3.23%7.65%16.88%45.17%
Prudential-0.02%2.68%5.70%13.94%37.54%
Maximizer0.77%2.67%8.14%9.22%34.41%
Performances calculated on a sell-sell basis with distributions reinvested. Equinox fees and management company buy fees not included. Where a Money Market holding was present, the mean annualised yield for the period in question is used.

Our Equinox managed portfolios have delivered consistent returns with low volatility and always had a strong emphasis on capital preservation.

This philosophy will continue to apply in the investment management strategy of our unit trust funds.

Call us now on 0860 378 466 to find out more.

Investment options:

  • You can decide to manage your own investment decisions and choose from the widest list of unit trust funds in your own Discretionary Portfolio.
Our section on Selecting a Unit Trust provides an insight into potential analysis and considerations when choosing a unit trust. These guidelines offer an overview of how our Equinox Managed Portfolio unit trusts are selected and going forward also the unit trusts for inclusion in our unit trust funds of funds.

Our Current Market View offers our perspective on market conditions and investment opportunities.

  • The Equinox Money Market Portfolio is designed to allow investors access to superior interest rate returns and low risk offered by a selection of Money Market funds to build and retain capital. No initial fees apply when investing in the Equinox Money Market portfolio. Effectively your super call account!
Subscribe to our FREE email services to follow when and why we change our Equinox Portfolios and our Current Market View. Click HERE to subscribe now.

Please note: our recommendations and advice are provided as a free service to our investors. Please read our disclaimer prior to making any investment decision.

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Equinox.co.za is a division of EFS Investment Solutions (Pty) Ltd, authorised as a discretionary and administrative financial services provider by the Financial Services Board of South Africa.(FSP No: 563)

All investments, including unit trusts, carry risk. The value of your investments can go down as well as up. Information and opinion provided on this website is of a general nature. It does not take into account any person's specific circumstances. It is not intended to provide personalised financial advice, and should not be construed as such.

Contact us by email at direct@equinox.co.za or phone 0860 378 466.

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