REZCO Value Trend (Balanced)

Fund Overview

Risk Profile

Low Medium High


The REZCO Value Trend (Balanced) fund is a multiple award winning fund and has achieved exceptional returns complemented with substantially lower volatility. The fund can invest in a variety of asset classes such as shares, bonds, listed property and cash. The fund aims to outperform the South African equity market over the long term, without taking on greater risk. By preserving capital and creating wealth the fund delivers good returns across the cycle with low volatility. The fund is expected to achieve returns well in excess of inflation measured over three to five year periods.

Investor Profile

  • Looking to achieve long-term capital growth.
  • That want to preserve the purchasing power of their capital over the long-term.
  • Who seek exposure to the earnings potential of equities while taking advantage of the fund’s multi-asset (balanced) mandate, which enables a reduction in equity exposure in periods of high risk.

Offshore Exposure:


Inception Date:

30 September 2004

Fund Code:


Fund Manager(s):

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

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The Ninety One 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.