Fund Factsheets

Market Information

Our Funds

We manage four types of mandates. Our retail and institutional funds are constructed around these mandates and each developed for a specific target market.
All our funds are multi managed and constructed according to a specialist building block approach. We believe in active asset allocation and utilise both active and passive managers within our mandates. The decision to utilise a passive manager or instrument will, however, not be based on the lack of a suitable active manager, but rather on a decision to capture asset class alpha through active asset allocation.

REBALANCE BCI REAL INCOME FUND

INVESTMENT OBJECTIVE :
The objective is to achieve a
high level of sustainable
income and stability of capital invested.


REBALANCE BCI CAUTIOUS FUND OF FUNDS

INVESTMENT OBJECTIVE :
The fund is a cautious managed portfolio that seeks to provide investors with income and stable capital growth.


REBALANCE BCI BALANCED FUND OF FUNDS

INVESTMENT OBJECTIVE :
This is a managed portfolio
that seeks to sustain a moderate
long-term total return.


REBALANCE BCI WORLDWIDE FLEXIBLE FUND OF FUNDS

INVESTMENT OBJECTIVE :
The fund seeks to sustain
a high long-term total return.



Rebalance Fund Managers are dedicated to offering innovative investment management solutions, leveraging our in-depth market expertise and internalised asset management capabilities to help brokers and clients manage their wealth.

Contact

info@rebalancefm.co.za

087 702 4070

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