WEALTH BUILDER EQUITIES

Direct Equity Exposure. Actively Managed. Structured for Long-Term Capital Growth.

A high-risk, actively managed portfolio investing directly in selected JSE-listed shares, designed for investors seeking stronger long-term growth.

High risk.
5+ Year
horizon.
1% Annual
fee.
No Initial or
Performance fees.
What This Portfolio Is

Focused Equity Exposure for Long-Term Growth.

The Afrifocus Wealth Builder Equities portfolio is an actively managed investment portfolio made up of selected JSE-listed shares.

Unlike ETF portfolios, this solution invests directly in selected companies.

This allows for more focused positioning and the potential for stronger long-term capital growth — but with higher volatility.

It is:

  • In your own name

  • Not a pooled unit trust

  • Fully transparent

  • Actively overseen by Afrifocus Portfolio Managers

The Foundations of the Wealth Builder Equities Portfolio .

Selective
Stock Picking

We invest directly in carefully chosen companies based on detailed analysis and long-term potential.

Active
Portfolio Oversight

Our investment team continuously monitors positions and adjusts exposure when required.

Sector
Positioning

Exposure is allocated across selected industries to balance opportunity and risk.

Long-Term
Discipline

The portfolio is constructed for investors prepared to withstand short-term volatility for long-term growth.

Who It’s For
1. Long-term investors
2. Investors comfortable with higher risk
3. Clients seeking direct share exposure
4. Investors focused on capital growth

This portfolio is suited to investors prepared for short-term market fluctuations in pursuit of stronger long-term returns.

Portfolio Objective

Designed to deliver long-term capital growth through disciplined equity selection.

Through focused stock selection and active management, the portfolio aims to outperform inflation and benchmark indices over the long term.

What to know

Investment Essentials.

Risk Profile: High
Minimum Horizon: + Years
Fee: 1% per annum
Benchmark: JSE All Share
Structure: Portfolio in your own name
No initial or performance fees
The experts

Managed by Experienced Portfolio Managers.

How This Fits Into Your Broader Plan

This portfolio can form part of a broader wealth strategy for investors seeking higher long-term growth alongside more stable investment solutions.