This Fund aims to out-perform its benchmark, STeFi Call, through active and quantitatively managed exposure via diverse securities from South Africa’s big 4 banks and short-dated RSA stock where the mandate allows. Disciplined portfolio construction along with rigorous risk mitigating controls seek out high yield opportunities and capital appreciation while maintaining a strong credit rating of A1/F1. The Fund is Reg.28 compliant.
Benchmark: STeFi Composite Index
Duration: 270 days
Risk: Low
Fees:
0.20%: R0 – R250m
0.15%: R250m – R500m
0.10%: +R500m