Solutions

Multi-asset class fund

We manage a range of multi-asset class funds including balanced and absolute return strategies. Custom benchmark or Index-tracking solutions are offered on a pooled or segregated basis with alpha transport options available. Taquanta has long-standing history and successful track record in implementing these strategies drawing on our quantitative rules-based investment skills.

BALANCED FUNDS

  • Global Balanced
  • Domestic Balanced
  • Range included high to low equity variants

ABSOLUTE RETURN

  • CPI+3% with no loss in one year
  • CPI+4%
  • CPI+5%

QUANTITATIVE INDEX TRACKING

  • All Share Funds
  • Top 40 Funds

CUSTOMISED SOLUTIONS ACROSS ALL ASSET CLASSES

Absolute Return Funds: Current Pooled Fund Offering

Our absolute return solutions target a particular real return over the investment horizon, with minimal probability of negative returns over a 12-month period (or as required). These solutions can be constructed to be compliant with each client’s regulatory framework, such as Regulation 28, 29 or 30 for retirement funds and medical schemes.

Taquanta Absolute Return Fund

Segregated Mandates

Taquanta’s customised segregated balanced mandates are tailored to our clients specific return and risk requirements. Returns in the range of CPI +2 to +6% are targeted.

CONTACT US

Stephen Rogers
Managing Director
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Ray Wallace
Chief Investment Officer
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Taquanta Asset Managers (Pty) Ltd is a licensed Category I, Category II and Category IIA financial services provider in terms of section 8 of the Financial Advisory and Intermediary Services Act 37, 2002 (licence number 618). Taquanta Securities is a member of the Johannesburg Securities Exchange.

There are risks associated with investments in financial products, including market, credit & currency risks. Past performance is not necessarily an indication of future performance.

Taquanta Asset Managers (Pty) Ltd
1999/021871/07