Miton Optimal High Conviction Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R- R 140 0%
Number of Accounts (Mar 2019)
- 105 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 0 R 135
    Local    R 0    R 135
    Foreign    R -    R 0
Cash Instr. R - R 4
    Local    R -    R 4
    Foreign    R -    R 0
Property R 0 R 0
On FoF R - R 0
Fund Investment Aims, Objective and/or Universe
The investment objective of the Fund is to provide sustainable capital appreciation over the medium to long term.The fund will typically hold, subject to regulatory limits, between 16 and 25 equity securities.The fund shall have no exposure to other asset classes, and shall explicitly exclude fixed interest, listed property and foreign investments.

A combination of fundamental analysis and technical analysis is used for sector weightings and share selection.The fundamental process encompasses a top down and bottom up analysis.The top down process evaluates global and domestic socio - macroeconomic issues.The bottom up process evaluates qualitative and quantitative company specific issues such as management, product diversity and a wide range of financial ratios.Technical analysis is used to determine short, medium and long term price trends with potential resistance and support levels.This research is used to assist with the timing of buying and selling of sectors and shares and is used to support the fundamental decision making process.
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