2016 marked two milestones, being the 12-year track record for the Rezco Value Trend Fund, and 6 years for the Rezco Managed Plus Fund. We have retained our focus on the same number of Rezco Funds as in 2015, giving our investors clearly positioned unit trusts. A sincere thanks to investors in all our Funds. […]
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.”
We remain cautious going into the final quarter of the year and as a result are maintaining our exposure to risk assets at low percentage levels.
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.