The Fund aims to provide a total return (the combination of income and capital growth) by investing in equities (e.g. company shares)
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund features
An equity-only fund for investors seeking capital growth over the long term
An investment philosophy focused on investing in companies where expected future profits are being revised upwards at reasonable valuation
A disciplined investment process, based on detailed fundamental analysis and an appreciation of the economic cycle
Rehana Khan
Co-Head of SA Equity & Multi-Asset
Rehana is Head of SA Equity & Multi-Asset within the 4Factor team at Ninety One. She...
Achumile Mashalaba
Portfolio Manager
Achumile is a portfolio manager in the SA Equity & Multi-Asset team within the 4Factor capability...
Investment objective summary
The Fund aims to provide a total return (the combination of income and capital growth) by investing in equities (e.g. company shares)
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts whose value is linked to the price of an underlying asset)
Fund features
An equity-only fund for investors seeking capital growth over the long term
An investment philosophy focused on investing in companies where expected future profits are being revised upwards at reasonable valuation
A disciplined investment process, based on detailed fundamental analysis and an appreciation of the economic cycle
Rehana Khan
Co-Head of SA Equity & Multi-Asset
Rehana is Head of SA Equity & Multi-Asset within the 4Factor team at Ninety One. She has portfolio management responsibilities for the General Equity and Balanced strategies as well as the Multi-Asset Flexible and Global Strategic Managed Funds.
Prior to joining the firm Rehana spent eleven years working for Prudential Investment Managers (currently known as M&G) and was a Director on PIMSA Institutional Board, Head of Equity Research, Portfolio Manager in their Select team and an analyst covering mining, retail and general financials sectors. Before this she worked for Deloitte firstly doing her accounting articles and secondly as a manager of the Special Services Group.
Rehana holds a Bachelor of Commerce in Accounting degree and a post graduate diploma in Accounting from the University of Cape Town. She is also a Chartered Accountant.
Achumile Mashalaba
Portfolio Manager
Achumile is a portfolio manager in the SA Equity & Multi-Asset team within the 4Factor capability at Ninety One. He has portfolio management responsibility for the General Equity funds.
Prior to joining Ninety One, Achumile was an equity analyst at Bateleur Capital, where he began his investment career. Over the last decade, his research responsibilities stretched over multiple sectors including coverage of the South African retail sector, global Rand-hedge Industrials and local diversified miners.
Achumile holds a Bachelor of Business Science degree in Finance and Accounting from the University of Cape Town. He has also passed the CFA® Level II examination.
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