UNIT TRUSTS
Stable Income
The Stable Income FR Fund allows our clients to invest in money market and short-dated fixed income securities issued by the South African government, corporates and banks. The Fund aims to generate higher levels of interest income than a money market portfolio, with high levels of liquidity and little capital volatility over the short term.
UNIT TRUSTS
Active Income
The Active Income FR Fund allows our clients to attain a high level of income and return by investing across a wide universe of income-generating assets such as fixed income securities, preference shares, listed property and offshore investments. The ability to allocate assets across a broader investable universe creates excellent return potential at relatively low levels of risk, coupled with consistent capital growth and high levels of income and liquidity.
UNIT TRUSTS
Equity
The Equity FR Fund is actively managed and allows our clients to target the returns (after fees) generated by the equity benchmark (“SWIX”). This Fund aims to outperform the benchmark over a 3-year rolling period with very little tracking error when compared to the median fund in the category. The Fund follows a portable alpha investment strategy, which aims to closely replicate the composition of the chosen equity benchmark and provide return-enhancing opportunities.
UNIT TRUSTS
Bonds
The Bond FR Fund aims to outperform the JSE/ASSA All Bond Index (ALBI) Index over a rolling 3-year period with a low tracking error. The fund will predominately invest in bonds but can also invest in a diversified range of listed and unlisted instruments, including government bonds, semi-government bonds, corporate bonds, fixed deposits, assets in liquid form, money market instruments and other interest-bearing instruments that offer value on a relative basis. The fund will predominately invest in South African markets but is permitted to include investments in offshore jurisdictions subject to the investment conditions determined by the legislation from time to time. The fund is looking to achieve its investment objective by actively selecting an optimal blend of assets from its investment universe.
CONTACT US
Raphael Nkomo
Chief Investment Officer
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Ray Wallace
Fixed Income Strategist
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Monei Pudumo-Roos
Executive & Head: Distribution
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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