KAGISO EQUITY FUNDS
Kagiso Equity Alpha Fund (XLS: file size 108k)
Kagiso Islamic Equity Fund (XLS: file size 103k)
Kagiso Top 40 Tracker Fund (XLS: file size 104k)
KAGISO ASSET ALLOCATION FUNDS
Kagiso Balanced Fund (XLS: file size 75k)
Kagiso Islamic Balanced Fund (XLS: file size 75k)
Kagiso Protector Fund (XLS: file size 103k)
Kagiso Stable Fund (XLS: file size 75k)
Individual Investors
Equity Funds
Equity Alpha Fund
Factsheet download links for 2012
» Kagiso Equity Alpha - December 2012
» Kagiso Equity Alpha - November 2012
» Kagiso Equity Alpha - October 2012
» Kagiso Equity Alpha - September 2012
» Kagiso Equity Alpha - August 2012
» Kagiso Equity Alpha - July 2012
» Kagiso Equity Alpha - June 2012
» Kagiso Equity Alpha - May 2012
» Kagiso Equity Alpha - April 2012
» Kagiso Equity Alpha - March 2012
Factsheet download links for 2011
» Kagiso Equity Alpha - December 2011
» Kagiso Equity Alpha - November 2011
» Kagiso Equity Alpha - October 2011
» Kagiso Equity Alpha - September 2011
» Kagiso Equity Alpha - August 2011
» Kagiso Equity Alpha - July 2011
» Kagiso Equity Alpha - June 2011
» Kagiso Equity Alpha - May 2011
» Kagiso Equity Alpha - April 2011
» Kagiso Equity Alpha - March 2011
Factsheet download links for 2010
» Kagiso Equity Alpha - December 2010
» Kagiso Equity Alpha - November 2010
» Kagiso Equity Alpha - October 2010
» Kagiso Equity Alpha - September 2010
» Kagiso Equity Alpha - August 2010
» Kagiso Equity Alpha - July 2010
» Kagiso Equity Alpha - June 2010
» Kagiso Equity Alpha - May 2010
» Kagiso Equity Alpha - April 2010
» Kagiso Equity Alpha - March 2010
Factsheet download links for 2009
» Kagiso Equity Alpha - December 2009
» Kagiso Equity Alpha - November 2009
» Kagiso Equity Alpha - October 2009
» Kagiso Equity Alpha - September 2009
» Kagiso Equity Alpha - August 2009
» Kagiso Equity Alpha - July 2009
» Kagiso Equity Alpha - June 2009
» Kagiso Equity Alpha - May 2009
» Kagiso Equity Alpha - April 2009
» Kagiso Equity Alpha - March 2009
Islamic Equity Fund
Factsheet download links for 2012
» Kagiso Islamic Equity - December 2012
» Kagiso Islamic Equity - November 2012
» Kagiso Islamic Equity - October 2012
» Kagiso Islamic Equity - September 2012
» Kagiso Islamic Equity - August 2012
» Kagiso Islamic Equity - July 2012
» Kagiso Islamic Equity - June 2012
» Kagiso Islamic Equity - May 2012
» Kagiso Islamic Equity - April 2012
» Kagiso Islamic Equity - March 2012
Factsheet download links for 2011
» Kagiso Islamic Equity - December 2011
» Kagiso Islamic Equity - November 2011
» Kagiso Islamic Equity - October 2011
» Kagiso Islamic Equity - September 2011
» Kagiso Islamic Equity - August 2011
» Kagiso Islamic Equity - July 2011
» Kagiso Islamic Equity - June 2011
» Kagiso Islamic Equity - May 2011
» Kagiso Islamic Equity - April 2011
» Kagiso Islamic Equity - March 2011
Factsheet download links for 2010
» Kagiso Islamic Equity - December 2010
» Kagiso Islamic Equity - November 2010
» Kagiso Islamic Equity - October 2010
» Kagiso Islamic Equity - September 2010
» Kagiso Islamic Equity - August 2010
» Kagiso Islamic Equity - July 2010
» Kagiso Islamic Equity - June 2010
» Kagiso Islamic Equity - May 2010
» Kagiso Islamic Equity - April 2010
» Kagiso Islamic Equity - March 2010
Top 40 Tracker Fund
Factsheet download links for 2012
» Kagiso Top40 Tracker - December 2012
» Kagiso Top40 Tracker - November 2012
» Kagiso Top40 Tracker - October 2012
» Kagiso Top40 Tracker - September 2012
» Kagiso Top40 Tracker - August 2012
» Kagiso Top40 Tracker - July 2012
» Kagiso Top40 Tracker - June 2012
» Kagiso Top40 Tracker - May 2012
» Kagiso Top40 Tracker - April 2012
» Kagiso Top40 Tracker - March 2012
Factsheet download links for 2011
» Kagiso Top40 Tracker - December 2011
» Kagiso Top40 Tracker - November 2011
» Kagiso Top40 Tracker - October 2011
» Kagiso Top40 Tracker - September 2011
» Kagiso Top40 Tracker - August 2011
» Kagiso Top40 Tracker - July 2011
» Kagiso Top40 Tracker - June 2011
» Kagiso Top40 Tracker - May 2011
» Kagiso Top40 Tracker - April 2011
» Kagiso Top40 Tracker - March 2011
Factsheet download links for 2010
» Kagiso Top40 Tracker - December 2010
» Kagiso Top40 Tracker - November 2010
» Kagiso Top40 Tracker - October 2010
» Kagiso Top40 Tracker - September 2010
» Kagiso Top40 Tracker - August 2010
» Kagiso Top40 Tracker - July 2010
» Kagiso Top40 Tracker - June 2010
» Kagiso Top40 Tracker - May 2010
» Kagiso Top40 Tracker - April 2010
» Kagiso Top40 Tracker - March 2010
Factsheet download links for 2009
» Kagiso Top40 Tracker - December 2009
» Kagiso Top 40 Tracker - November 2009
» Kagiso Top 40 Tracker - October 2009
» Kagiso Top 40 Tracker - September 2009
» Kagiso Top 40 Tracker - August 2009
» Kagiso Top 40 Tracker - July 2009
» Kagiso Top 40 Tracker - June 2009
» Kagiso Top 40 Tracker - May 2009
» Kagiso Top 40 Tracker - April 2009
» Kagiso Top 40 Tracker - March 2009
Asset Allocation Funds
Balanced Fund
Factsheet download links for 2013
» Kagiso Balanced - April 2013
» Kagiso Balanced - March 2013
Islamic Balanced Fund
Factsheet download links for 2012
» Kagiso Islamic Balanced - December 2012
» Kagiso Islamic Balanced - November 2012
» Kagiso Islamic Balanced - October 2012
» Kagiso Islamic Balanced - September 2012
» Kagiso Islamic Balanced - August 2012
» Kagiso Islamic Balanced - June 2012
» Kagiso Islamic Balanced - May 2012
» Kagiso Islamic Balanced - April 2012
» Kagiso Islamic Balanced - March 2012
Protector Fund
Factsheet download links for 2013
» Kagiso Protector - April 2013
» Kagiso Protector - March 2013
Factsheet download links for 2012
» Kagiso Protector - December 2012
» Kagiso Protector - October 2012
» Kagiso Protector - September 2012
» Kagiso Protector - August 2012
» Kagiso Protector - July 2012
» Kagiso Protector - June 2012
» Kagiso Protector - April 2012
» Kagiso Protector - March 2012
Factsheet download links for 2011
» Kagiso Protector - December 2011
» Kagiso Protector - November 2011
» Kagiso Protector - October 2011
» Kagiso Protector - September 2011
» Kagiso Protector - August 2011
» Kagiso Protector - July 2011
» Kagiso Protector - June 2011
» Kagiso Protector - April 2011
» Kagiso Protector - March 2011
Factsheet download links for 2010
» Kagiso Protector - December 2010
» Kagiso Protector - November 2010
» Kagiso Protector - October 2010
» Kagiso Protector - September 2010
» Kagiso Protector - August 2010
» Kagiso Protector - July 2010
» Protector Factsheet - June 2010
» Kagiso Protector - June 2010
» Kagiso Protector - April 2010
» Kagiso Protector - March 2010
Factsheet download links for 2009
» Kagiso Protector - December 2009
» Kagiso Protector - November 2009
» Kagiso Protector - October 2009
» Kagiso Protector - September 2009
» Kagiso Protector - August 2009
» Kagiso Protector - July 2009
» Kagiso Protector - June 2009
» Kagiso Protector - April 2009
» Kagiso Protector - March 2009
Stable Fund
Factsheet download links for 2013
Institutional Investors
Managed Equity Fund
Factsheet download links for 2013
Factsheet download links for 2010
Factsheet download links for 2009
Core Equity Fund
Factsheet download links for 2013
Factsheet download links for 2012
Factsheet download links for 2010
Factsheet download links for 2009
Bond Fund
Factsheet download links for 2013
Factsheet download links for 2010
Factsheet download links for 2009
Money Market Fund
Factsheet download links for 2013
Factsheet download links for 2010
Factsheet download links for 2009
Balanced Fund
Factsheet download links for 2013
Factsheet download links for 2011
Factsheet download links for 2010
Factsheet download links for 2009
Absolute Return Fund
Factsheet download links for 2013
Factsheet download links for 2012
Factsheet download links for 2010
Factsheet download links for 2009
The long-term performance track record of our various funds is proof of the ultimate effectiveness of our people and process.
To view our current performance of our funds, click here.
Please note that all of these forms can be completed online
Application forms
Annexure A - Investment Guide
Annexure B - Supporting documents required
Investment application form for individuals
Investment application form for legal entities
Additional investment application form
Transaction forms
Switch instruction form
Withdrawal form
Debit order form
Appointment of financial adviser or fee form
Transfer of ownership form
Personal details revision form
Joint address declaration form
Intermediary forms
Intermediary application form
Intermediary terms & conditions
Once you have filled in the appropriate form please fax or email the form and any supporting documents to Kagiso Client Service: Fax +27 86 673 9294
E-mail clientservice@kagisoam.com
