Our Products

BALONDOLOZI MONEY MARKET FUND

 

This Fund aims to outperform its benchmark, STeFI Call, through active and quantitatively managed exposure via diverse securities from South Africa’s big 4 banks and short-dated RSA stock where the mandate allows. Disciplined portfolio construction, along with rigorous risk-mitigating controls, seeks out high yield opportunities and capital appreciation while maintaining a strong credit rating of A1/F1. The Fund is Reg.28 compliant.

Benchmark:  STeFI Call

Duration: 90 days

Risk: Low

BALONDOLOZI CASH FUND

 

This Fund aims to outperform its benchmark, STeFI Composite, through active and quantitatively managed exposure via diverse securities from South Africa’s big 4 banks and short-dated RSA stock where the mandate allows. Disciplined portfolio, construction along with rigorous risk-mitigating controls, seek out high yield opportunities and capital appreciation while maintaining a strong credit rating of A1/F1. The Fund is Reg.28 compliant.

Benchmark: STeFI Composite

Duration: 270 days

Risk: Low

BALONDOLOZI INCOME FUND

 

This fund seeks out a high level of income which is consistent with the preservation of capital over the medium term. To meet its objective, the fund actively allocates between South African money market instruments, government bonds, corporate bonds and hybrid instruments. Although the fund aims to preserve capital over the medium term, capital depreciation is a possibility over the short term.  Quantitative techniques such as the use of derivatives are employed to fine-tune strategy and hedge risk factors. The fund is Reg.28 compliant

Benchmark: 1-3 year ALBI

Duration: Flexible

Risk: Low – Medium

BALONDOLOZI BOND FUND

 

This Fund aims to outperform its benchmark, the All Bond Index, through active and quantitatively managed exposure via RSA stock and investment grade high yield credit bonds. Through the active management of duration, alpha generation is achieved. Quantitative techniques such as the use of derivatives are employed to fine-tune strategy and hedge risk factors. The Fund is Reg.28 compliant.

Benchmark: ALBI

Duration: ±2 years to ALBI

Risk: Medium

BALONDOLOZI INDEX EQUITY FUND

 

This is a risk controlled quantitative Fund that seeks to fully replicate its client-specified equity index benchmark. The Fund invests in physical stock but may take advantage of mispricing in the futures market to enhance returns.

Benchmark: FTSE Top40 Index

Risk: High

BALONDOLOZI ACTIVE EQUITY FUND

 

The fund aims to generate an excess return of 2% above the benchmark on a consistent long-term basis by using both top down and bottom up analysis. The fund blends four strategies, namely; Macro-Economic Analysis, Fundamental Valuations, Behavioural Finance, as well as Technical Analysis. Stock picks are restricted to constituents of the FTSE/JSE SWIX40 Index since they are a fair representation of the South African stock market.

Benchmark: FTSE/JSE SWIX40 Index

Risk: High

BALONDOLOZI ACTIVE BALANCED FUND

 

This is an asset allocation Fund that blends strategies employed in the Balondolozi Money Market, Bonds, and Active Equity Funds.  The Fund is Reg.28 compliant.

Benchmark: CPI+5% over a rolling 3 year period

Risk: Medium

BALONDOLOZI MODERATE BALANCED FUND

This is an asset allocation Fund that blends strategies employed in the Balondolozi Money Market, Bonds, and Active Equity Funds.  The Fund is Reg.28 compliant.

Benchmark: CPI+4% over a rolling 3 year period

Risk: Medium

BALONDOLOZI ABSOLUTE RETURN FUND

 

This is a capital preservation and asset allocation Fund that blends strategies employed in the Balondolozi Money Market, Bonds, and Equity Funds.  Derivative strategies are used only for hedging purposes. The Fund is Reg.28 compliant.

Benchmark: CPI+3% over a rolling 3 year period

Risk: Low