REZCO Managed Plus Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

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 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%.

Investor Profile

  • 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

Offshore Exposure:

Yes

Inception Date:

1 August 2010

Fund Code:

REPF

Fund Manager(s):

Rob Spanjaard, Wally Gray, Peter du Toit
REZCO Asset Management

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The Investec Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.