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Rezco Managed Plus Fund

Code: REPF

Overview of Rezco Managed Plus Fund

The Rezco Managed Plus fund is actively managed to comply with the investment limits governing retirement funds, as it complies with Regulation 28 of the Pension Funds Act. The fund is therefore suitable to form part of an investment portfolio for investors in retirement annuities, pension funds, preservation funds and provident funds. The fund invests in a combination of shares, bonds and cash. The share weighting in the portfolio may not exceed 75% of the fund’s portfolio, while exposure to foreign assets (excluding Africa) is limited to 25%.

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Rezco Managed Plus Fund Fact Sheet

Suitable for investors who...

  • Looking to achieve steady long-term capital growth.
  • Who wish to invest in a unit trust that complies with retirement fund investment limits.
  • Who seek exposure to the earnings potential of equities but with reduced risk by way of the fund's Regulation 28 Mandate.

Benchmark

The Rezco Managed Plus Fund's primary objective is to create long term wealth for investors, while at the same time reducing the amount of risk. This is to be achieved within the constraints governing retirement funds. The fund’s benchmark is the average of the ASISA SA Multi Asset High Equity category. The Fund is expected to achieve returns well in excess of inflation measured over three to five year periods (CPI + 7%).

Strategy of Rezco Managed Plus Fund

Preserving capital and creating wealth are the cornerstones of Rezco's investment philosophy. Meticulous, concentrated share selection enables the Rezco Managed Plus Fund to be less correlated to the overall market and enables the fund to generate superior performance for investors. Our stock selection strategy focuses on international and domestic companies with strong earnings growth records, sustainable revenue streams and relatively low borrowings. By identifying companies which combine these features, Rezco is able to undertake in-depth research required to select new shares for the portfolio which can achieve a secure balance between risk and growth.
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Fund performance

Source: Profile Data

Fund managers

jan-krynauw

Jann Krynauw

rob spanjaard

Rob Spanjaard

wally gray

Wally Gray

Other funds from REZCO

Rezco Managed Plus Fund
Rezco Value Trend Fund


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