Actively Managed Certificates (AMCs) are a relatively new instrument on the JSE and in this webcast Mark Weetman from Unum Capital presents on AMCs, how they work, the benefits and inner workings.

Driaan Jansen then presents on two of their AMCs that are designed as a core portfolio holding. The first being an offshore systematic strategy based on the All Country World Index (ACWI) the Unum Worldwide Tetra Alpha Index and the second being rules based local strategy based on the local Large & Mid Cap Index the Unum QuadMatic SA Equity Portfolio (JSE code: UUQUAD).

Keith McLachlan from Integral Asset Management then presents on the two new AMCs, one investing into local small caps (JSE code: UUSMC) and the second investing into offshore small cap stocks (JSE code: UUGSMC).

Keith also details the benefits of small cap notes as a satellite holding in a portfolio and his investment philosophy for finding quality local and offshore small cap stock.

Download the PowerPoint here.

How do you make sense of the financial markets? How do you interpret the latest financial news? Where do you learn how financial instruments work? How can you learn to invest?

The JSE Power Hour started in 2011 with top industry experts presenting to private investors on financial issues closest to their heart. Power Hours were live presentations in Johannesburg, Durban or Cape Town and broadcast online. However, due to Covid-19 the Power Hours now take place virtually.