Rob Spanjaard, CIO of Rezco Asset Management talks to some of the key investment themes that Rezco is currently monitoring
McCarthy argues that by blending high-quality funds that are less correlated to one another in a portfolio, one could reduce the volatility of the portfolio return and limit the probability of an emotional investor response. Read more here: Moneyweb: Why diversification may not be as simple as choosing a few fund managers
Investors cannot afford to miss out on any opportunity that exists to strengthen their investment portfolios. Capitalising on the knowledge of correlation allows investors to strengthen their portfolios by harnessing the benefits of diversification. Read more here: FA News: The importance of low correlations in investments: The benefits of diversification
“We see the storm that we are in, so we have to trust the way we have managed money previously,” Du Plessis explains. “It’s like flying a plane. If you are a pilot and you get caught in the clouds, you won’t know where you are going if you don’t use your instruments. We have […]
Rob Spanjaard, CIO of Rezco Asset Management talks to some of the key investment themes that Rezco is currently monitoring.
The fund is not only their oldest and biggest fund but also a multiple award winning fund and has achieved exceptional returns complemented with substantially lower volatility.
The Rezco Value Trend Fund stands out.
“The Rezco Value Trend fund is a past winner of the Morningstar award for the highly competitive high equity category. It is a good example of a genuine boutique manager. The team aims to build risk-adjusted returns rather than to get rich on large assets. And the risk-adjusted numbers are impressive.”
It is with pleasure that Rezco can report another year of excellent progress, growth and solid returns. Assets under management grew substantially and we sincerely thank all our investors for entrusting the care of their capital to us. The investment returns for the 12 months ending 31 August 2015 were solid. The good performance has […]
Victoria Reuvers, Director, Morningstar Investment Management SA joins CNBC Africa’s Lindsay Williams for more on our Rezco Value Trend A fund. “It is a multiple award winning fund and has achieved returns complemented with substantially lower volatility. Its benchmark is the FTSE/JSE All Share Index.” source: CNBC Africa
Why China has shaken investors’ faith, US interest rates, the unwinding commodity super cycle, and protecting clients.
A name change only. No change to investment team, process and/or philosophy.
Our portfolios exhibited the normal low downside capture characteristics though the recent market slide that started at the beginning of May.
We have been doing significant work in the construction of our Unit Trusts to make sure that the investment portfolios are robust and able to manage the volatility and range of scenarios that we face.
Alpha delivered at almost double the risk-adjusted return of the market.
You need both defence and attack.
Chris Gilmour of Absa Stockbrokers and one of our analysts Brendan Raymond join Stephen Gunnion to debunk the mystery around building a profitable portfolio.
“In this list, only the Rezco Value Trend Fund has produced a long term return above the All Share Index.”
Brendan Raymond takes Leigh Roberts through his stock pick of the day: KAP INDUSTRIAL
Wessel Joubert from takes Alishia Seckam through his stock pick of the day
Investors can again expect lower returns this year with increased volatility. Opportunities exist, but stock picking will be key, along with strong nerves to manage the expected volatility in the market.
It is the 10 year anniversary for the Value Trend fund so it is a good opportunity to thank everyone for their support. The report clearly lays out our thinking on the current market turmoil and our fund positioning.
Our funds delivered relatively high Up Capture Ratios and Low Down Capture ratios consistent with our investment philosophy: Preserving Capital & Creating Wealth
“As part of our ongoing quest to find promising funds, and fund managers, we came across the REZCO Prudential Balanced Fund as part of our analysis of high-equity, multi-asset class funds…”
Both our funds received 5 star PlexCrown ratings and we ranked no 1 out of 28 multi-asset managers.
Our REZCO Value Trend Fund is now available on the Allan Gray platform.
Our REZCO Prudential Fund won in the category, Best South African multi-asset high equity fund, over the three year period ending 31 December 2013