GRYPHON’S FUNDS

Gryphon Global Equity Fund

The fund aims to provide investors with exposure to a diversified mix of global equity securities at lowest possible cost, with the objective of providing a return close to that of the MSCI World Index translated into South African currency. Offshore exposure is prescribed by prevailing legislation and industry guidelines – the fund must maintain a minimum exposure of 80% to equity.

  • Investors seeking a hedge against depreciation of the South African currency
  • Investors who require diversification from South African equities

Portfolio Managers: Casparus Treurnicht & Abri Du Plessis
Benchmark: South African All Share Index Total Return
Fees (Incl. VAT):

  • Initial 0%
  • Annual Management Fee Fund A – 0.23%

​Minimum lump sum | R2,000
Minimum debit order | R200 p.m.

  • This is a hybrid fund: up to 20% of the fund’s net asset value may be invested directly in listed equities
  • Offshore exposure will be between 80% and 100% as determined by the portfolio manager based on economic conditions and investment value

The Gryphon Global Equity Fund is a moderate/high-risk investment product.

Why invest?

Rainy days, exotic holidays, fancy cars, fairy-tale weddings – for most of us, these things are not going to happen unless we make it happen. To do any of this, we need to have money saved to pay for it – debt quickly turns into a dream-stealer we need to avoid.

Different types of funds

  • Cash funds give you the most predictable return,
    but probably won’t surprise you on the upside.
  • Multi asset funds move your assets between classes
    on your behalf – much like a shock absorber.
  • Index trackers follow the markets, they’re cheap
    as chips and can be just as satisfying.

Which fund?

Understanding how comfortable you are with risk can lead you in the right direction.

Ask yourself:

  • How long can I leave the money without touching it?
  • How much can I afford to save every month?
  • Could I add lump sums now and again?
  • How twitchy will I get if my value goes down?

Tools ‘n things

Playing around with the numbers can help you understand our funds a little better and can go a long way in helping you make your investment decisions. You know what they say: “The best way to learn is to do”.

Now what?

You’ve made the commitment to save and decided on a fund – the hard part is over! Now for the paperwork. Don’t despair – it’s easier than getting a driver’s licence, and we are here to walk you through the process, from the beginning until the very end.

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