Investment Strategy

Mensarius Equity Strategy

Period ending: 31 May 2020 YTD 1 Year 3 Years* 5 Years* 10 Years* Since Inception*
Mensarius Equity Composite – Gross Return (%) -18.74 -16.00 -4.19 -1.41 6.25 4.08

Mensarius Equity track record refers to the gross performance of the composite Mensarius Equity Strategy.
Calculation Period: 31 December 2007 – 31 July 2020
*Periods greater than 1 year are annualised (%)

Mensarius Equity

Investor profile:

The Mensarius Equity Strategy is suitable for investors who:

  • Have a long-term and fundamental investor mindset
  • Want to diversify their portfolio
  • Look for an active investment manager unconstrained by benchmarks

Investment objectives:

  • To build long-term wealth for our investors by doubling the capital over a market cycle
  • Aim for all individual investments to provide an annualised return of 12% during the entire holding period

Strategy characteristics:

  • All-cap equity strategy with a proven strong downside capture
  • Unconstrained concentrated portfolio, typically between 20-30 holdings
  • Aim to deploy as much capital as possible after the investment opportunity has met our requirement of conviction and valuation
  • Low turnover, on average between 20% and 30% per annum