Regulation 28
No
Benchmark
Risk Rating
REZCO GLOBAL FLEXIBLE FEEDER FUND
ASISA Global – Multi-Asset – Flexible
The Rezco Global Flexible Feeder Fund invests into the master fund, namely the Rezco Global Flexible Fund.
The Rezco Global Flexible Fund’s emphasis is on active stock selection. The Fund aims to achieve long-term capital growth through investments in a portfolio of global asset classes by pursuing a global macro-economic strategy with a long-term investment horizon.
Launch Date
Regulation 28
No
Benchmark
Risk Rating
REZCO EQUITY FUND
ASISA South African – Equity – General
The Rezco Equity Fund’s emphasis is on active stock selection and targets a 95% (minimum 90%) investment in South African growth assets.
The Fund’s mandate is not restricted to any specific investment style. The investment strategy is underpinned by extensive quantitative and qualitative research. Our focus is predominantly on individual stock selection. However, macro-economic considerations such as interest rates and the performance of the South African Rand also play an integral part in constructing the Fund. The Fund’s benchmark is the FTSE/JSE All Share Index (J203)
Launch Date
Regulation 28
Yes
Benchmark
Risk Rating
REZCO MANAGED PLUS FUND
ASISA South African – Multi-Asset – High Equity
The Rezco Managed Plus Fund’s primary objective is to create long-term wealth for investors, while at the same time to reduce the amount of risk. This is to be achieved within the constraints governing portfolios that can be included in retirement vehicles. The equity weighting in the Fund may not exceed 75%, while exposure to foreign assets is limited to 45%. The Fund invests in a combination of investment securities, such as: shares, listed property, commodities, bonds and money market instruments.
Launch Date
Regulation 28
Yes
Benchmark
Risk Rating
REZCO VALUE TREND FUND
ASISA South African – Multi-Asset – High Equity
The Rezco Value Trend Fund is a multiple award winning fund and has achieved exceptional returns over the long term, while displaying substantially lower volatility than the market. The Fund can invest in a variety of asset classes, such as: shares, listed property, commodities, bonds and money market instruments.
Launch Date
Regulation 28
Yes
Benchmark
Risk Rating
REZCO STABLE FUND
ASISA South African – Multi-Asset – Low Equity
Through a conservative approach, the Fund seeks to provide capital stability by investing in a broad range of securities, including: shares, listed property, commodities, bonds, interest-bearing securities and money market instruments. The total equity exposure (including international equity) will be between 0% and 40%.