The Firm's core business is the provision of investment management services to institutional and retail investors. The Firm focuses on listed African assets.
LEGACY AFRICA currently offers the following investment mandates:
EXPLANATION | SOUTH AFRICA EQUITIES | PAN-AFRICAN EQUITIES | PAN-AFRICAN (EXCLUDING SOUTH AFRICA) EQUITIES | |
MANDATE UNIVERSE | Where the mandate invests | Companies listed on the JSE Securities Exchange | Companies whose majority of business is in Africa | Companies whose majority of business is in Africa, excluding South Africa |
INVESTMENT OBJECTIVE | Return target for this mandate | Benchmark + 2% p.a. or 3% p.a. | Benchmark + 3% p.a. | Benchmark + 3% p.a. |
RISK LEVEL | The level of risk tolerance for this mandate | High | High | High |
SUITABILITY | Who can invest in this mandate | Pension funds and other institutional investors as part of a multi-asset class portfolio | Pension funds and other institutional investors as part of a multi-asset class portfolio | Pension funds and other institutional investors as part of a multi-asset class portfolio |