Listed Equity Portfolio

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Listed Equity Portfolio

This portfolio invests in equity shares of companies listed on the JSE, held directly through the Satrix Equally Weighted Top 40 Index Fund. This fund has the objective of tracking the performance of the FTSE/JSE Equally Weighted Top 40 Index.

In addition, investments may be made directly in listed shares where such investments cannot be held by the fund due to its mandate. Listed shares that are considered to be strategic are held by TBI Strategic Partners.

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