Longwood Wealth
Portfolio Fact Sheets
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CAPITAL
Aug '26
Decoding the Month
Global Assets
($)
Global Equity Regions
($)
Commodities
($)
Currencies
($)
SA Assets
(R)
SA Sectors
(R)
The Good
Top 40 leaders
The Bad
Top 40 laggards
August - A Grand Prix-spective
August was another interesting month in the markets, with some areas performing strongly while others had a more challenging time. This is a good reminder that markets do not always move in the same direction at the same time, and that short-term ups and downs are a normal part of investing.
International markets generally had a positive month, while gold performed particularly well. Closer to home, resource shares were among the strongest performers, while some other sectors came under pressure. There were also noticeable differences between individual companies, with some producing excellent returns and others experiencing declines.
The Formula 1 theme is a fitting comparison. In racing, every lap is different and conditions can change quickly. The same applies to investing. Some investments may lead for a period, while others may fall behind, but what matters most is the overall journey rather than the result of one particular month.
This is why diversification and a long-term approach remain so important. A well-structured investment portfolio is designed to navigate different market conditions over time. Just as a championship is not won in a single race, successful investing is generally built through patience, consistency and staying focused on your long-term goals.
Positioning
Local Income
Local Bonds
Local Equities
Global Income
Global Bonds
Global Equities
Data: Reuters. Indices are the FTSE/JSE, the MSCI and the WGBI. Corion Capital is an Authorised Financial Services Provider 44523.
Corion Capital (Pty) Ltd is an Authorised Financial Services Provider. Data Source: Morningstar, FTSE/JSE Indices. Best and worst shares are selected from the Top 40.
Specialising in Multi-Strategy Investment Since 2001
www.corion.co.zaLongwood Wealth Anchor Hedge
South Africa Multi-Strategy Hedge Fund
The Portfolio is a Low to Medium risk portfolio. The Portfolio invests in Retail Investor Hedge Funds and aims to outperform the STeFI Composite Index over rolling 2-year periods.
1 Year
+10.1%
3 Years
-
Since Inception
+0.0%
Longwood Wealth Hedge Portfolio
South Africa Multi-Strategy Hedge Fund
The Portfolio is a Medium to High risk portfolio. The Portfolio invests in Retail Investor Hedge Funds and aims to outperform the ALSI Capped SWIX Index over 7 years at a lower volatility.
1 Year
+10.2%
3 Years
+12.4%
Since Inception
+11.3%
Longwood Wealth Stable Portfolio
ASISA SA MA Low Equity
Low risk portfolio that diversifies the risk over various asset classes. The primary objective is to achieve capital appreciation with low volatility and low correlation to equity markets. Invests in a combination of equities, bonds, money market or property. The benchmark is CPI plus 2% over a three-year rolling period.
1 Year
+12.6%
3 Years
+11.6%
Since Inception
+12.5%
Longwood Wealth Balanced
ASISA SA MA Medium Equity
Medium risk portfolio that diversifies the risk over various asset classes. The primary objective is to achieve capital appreciation with low volatility and low correlation to equity markets. Invests in a combination of equities, bonds, money market or property. The benchmark is CPI plus 3.5% over a five-year rolling period.
1 Year
+13.0%
3 Years
+12.6%
Since Inception
+13.8%
Longwood Wealth Growth Portfolio
ASISA SA MA High Equity
High risk portfolio that diversifies the risk over various asset classes. The primary objective is to achieve capital appreciation with high correlation to equity markets. Invests in a combination of equities, bonds, money market or property. The benchmark is CPI plus 5% over a seven-year rolling period.
1 Year
+13.3%
3 Years
+13.4%
Since Inception
+14.7%
Longwood Wealth Unconstrained
ASISA WW MA Flexible
High risk portfolio that diversifies the risk over various asset classes. The primary objective is to achieve capital appreciation with high correlation to equity markets. Invests in a combination of equities, bonds, money market or property. The benchmark is CPI plus 5% over a seven-year rolling period.
1 Year
+15.3%
3 Years
+13.2%
Since Inception
+16.2%
Longwood Wealth Tax Free Savings
ASISA WW MA Flexible
High risk portfolio that diversifies the risk over various asset classes. The primary objective is to achieve capital appreciation with high correlation to equity markets. Invests in a combination of equities, bonds, money market or property. The benchmark is CPI plus 5% over a seven-year rolling period.
1 Year
+14.7%
3 Years
+15.2%
Since Inception
+17.2%
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cindeline@longwood.co.zaLongwood Wealth (Pty) Ltd | FSP No. 48380
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