Funds

Our anchored, scalable, repeatable and transferable process & philosophy leads to sustainably sound money management decisions.

Investment Funds

We seek opportunities across the entire duration and credit spectrum to achieve our investment objectives, according to the desired risk level. Our funds range from money market funds, bond funds to strategic income funds, each with a particular focus and strategy.

Active Equity Fund​

The fund invests primarily in shares listed on the Johannesburg Stock Exchange (JSE). The fund can also invest to a maximum of 45% in
offshore listed equity. The fund is typically fully invested in shares with small percentage in cash for liquidity purposes. Returns are likely to be volatile especially over the short- and medium term periods

High Risk

Optimised Return Fund

The portfolio will invest across the full spectrum of income generating assets including interest bearing securities (including, but not limited to government bonds, corporate bonds, cash deposits and money market. instruments as well as inflation-linked bonds). 

Medium Risk

Fixed Income Macro Hedge Fund

Terebinth FI Macro FR Retail Hedge Fund is an award-winning South African domiciled, rand-denominated fixed income hedge fund, focusing on macro strategies. Using qualitative and quantitative methodologies to provide high return-to-risk ratios.

Medium Risk

Active Bond Fund

Terebinth Sanlam Collective Investments Active Bond Fund aims to provide capital growth through investment into SA government bonds and other fixed and floating rate securities. The fund strategy focuses on macro strategies, using qualitative and quantitative tools.

Medium Risk

Strategic Income Fund

Amplify Sanlam Collective Investments Strategic Income Fund is an actively managed, flexible fixed-interest fund that aims to provide a high level of income greater than cash. Investment preservation is of primary importance and diversification across high-yielding asset classes offers downside protection.

Low Risk

Enhanced Income Fund

The investment objective of the Terebinth Sanlam Collective Investments Enhanced Income Fund is to maximise total return (capital and income) on an absolute return basis, whilst seeking to provide capital protection during unfavourable market conditions.

Low Risk

Money Market Fund

Terebinth Sanlam Collective Investments Money Market Fund seeks to preserve capital, ensure liquidity, as well as provide monthly returns. This fund aims to achieve a level of income more than the STeFI Composite index.

Low Risk

SA Property Fund

The portfolio will invest across the full spectrum of listed real estate securities. For efficient portfolio management purposes, the Manager may invest in financial instruments (listed and unlisted derivatives) allowed by the Act to achieve its investment objective.

High Risk

Strategic Income Fund

Amplify Sanlam Collective Investments Strategic Income Fund is an actively managed, flexible fixed-interest fund that aims to provide a high level of income greater than cash. Investment preservation is of primary importance and diversification across high-yielding asset classes offers downside protection.

Low Risk

Enhanced Income Fund

The investment objective of the Terebinth Sanlam Collective Investments Enhanced Income Fund is to maximise total return (capital and income) on an absolute return basis, whilst seeking to provide capital protection during unfavourable market conditions.

Low Risk

Money Market Fund

Sanne Money Market Fund is an actively managed money market fund that seeks to preserve capital, ensure liquidity and provide attractive monthly returns. This fund aims to achieve a level of income above the STeFI Index.

Low Risk

Fixed Income Macro Hedge Fund

Terebinth SNN Fixed Income Macro RHF is an award-winning South African domiciled, rand-denominated fixed income hedge fund, focusing on macro strategies. Using qualitative and quantitative methodologies to provide high return-to-risk ratios.

Medium Risk

Active Bond Fund

Terebinth Sanlam Collective Investments Active Bond Fund aims to provide capital growth through investment into SA government bonds and other fixed and floating rate securities. The fund strategy focuses on macro strategies, using qualitative and quantitative tools.

Medium Risk

Optimised Return Fund

The portfolio will invest across the full spectrum of income generating assets including interest bearing securities (including, but not limited to government bonds, corporate bonds, cash deposits and money market. instruments as well as inflation-linked bonds). 

Medium Risk

Active Equity Fund​

The fund invests primarily in shares listed on the Johannesburg Stock Exchange (JSE). The fund can also invest to a maximum of 45% in
offshore listed equity. The fund is typically fully invested in shares with small percentage in cash for liquidity purposes. Returns are likely to be volatile especially over the short- and medium term periods

High Risk

SA Property Fund

The portfolio will invest across the full spectrum of listed real estate securities. For efficient portfolio management purposes, the Manager may invest in financial instruments (listed and unlisted derivatives) allowed by the Act to achieve its investment objective.

High Risk