The fund is a quantitatively biased, multi-asset, multi-strategy, macro-thematic fund, investing into fixed income, equity, commodity markets.

Our investment strategy seeks to profit from market inefficiencies and mispriced risks using a well defined macro-thematic investment process.

The fund is focused on absolute returns and targets positive returns irrespective of market conditions.

The fund targets an annualised volatility range of 3 – 5% per annum and aims to deliver net returns that exceed the STeFI by 3 – 5% per annum over a rolling 3-year investment period.

The fund is appropriate for investors who have a moderate risk profile and who aim to preserve and grow the real value of their assets with a low level of capital risk over the medium term.

The fund is an actively managed bond fund with a quantitative bias, investing in cash and high-quality fixed interest assets. The fund is actively managed, and the fund manager will express views on the direction of interest rates, and the shape of the yield curve.

The fund implements several investment strategies to generate returns relative to its benchmark. The fund has investment strategies that profit from the general direction of interest rates (carry premia) and investment strategies that profit from the change in the shape of the yield curve (curvature premia).

The fund aims to generate annualised returns above the JSE All Bond Index of 1,5% net of all costs, over a rolling 36-month investment period, with a tracking error of 1,5% to 3,0%.

The fund is a quantitative biased short biased equity fund, investing into domestic listed equities and derivatives markets.

Our investment strategy follows a rules-based investment approach and derivative hedging strategies to ensure outperformance during market drawdowns.

The fund’s underlying objective is to hedge investors’, who are typically significantly exposed to the equity market.

The fund targets an annualised volatility range of 5-10% per annum and aims to deliver net returns that exceed the STeFI by 5% per annum over a rolling 5-year investment period, by achieving cash like returns in normal markets and outsized returns in down markets.