Balondolozi Active Equity Fund

We offer quantitatively managed investment products managed on behalf of institutional and individual clients.

The fund aims to out-perform its benchmark over the long term by 2% through both top down and bottom up stock analysis. The Fund uses a four factor model, namely; a Macro-Economic Model, a Fundamental Accounting Value Model, a Behavioural Model, and a Technical Analysis Model. The models are blended to ensure performance consistency and lower fund volatility versus the benchmark.

Benchmark: The fund seeks to out-perform the FTSE/JSE Swix Top 40 Index by 2% per annum.

Risk: High

Fees:
0.50%: R0-R250m
0.45%: R250m – R500m
0.40%: +R500m

 

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Balondolozi Model Active Equity Fund