Balondolozi Cash Fund

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

 

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Balondolozi Model Cash Fund