*Sanlam Collective Investments

Terebinth SCI* Active Bond Fund

Fund Objective

The objective of the fund is to provide an absolute return of capital growth and income primarily through investment in a portfolio of SA government bonds and other fixed and floating rate securities issued by governments, government agencies, supra-national and corporate issuers.

Why invest with this solution?

This solution provides a higher level of income and capital growth. The fund strategy focuses on macro strategies, using qualitative and quantitative tools.

Key Facts

Fund Manager

Terebinth Investment Team

Launch Date

1 August 2020

Fund Size

234m

Yield

11,30%

Benchmark

FTSE/JSE All Bond Index

ASISA Classification

South African Interest-Bearing Variable-Term

Unit Price

10,26

Time Horizon

3-5 years

Regulation 28 compliance

No

Investment Strategy

The portfolio invests in a combination of government, semi-government and corporate bonds as well as other interest-bearing securities. No duration constraints apply, with the underlying investments actively managed to reflect the managers assessment of interest rate trends.

Performance for various periods after fees

PERIOD
FUND
Benchmark
Outperformance
3 months
6.78%
7.05%
-0.27%
6 months
5.74%
6.08%
-0.35%
12 months
6.14%
7.33%
-1.19%
24 months
5.91%
6.87%
-0.96%
3 year Annualised
6.77%
7.41%
-0.64%
5 year Annualised
-
-
-
Since inception Annualised*
8.05%
8.81%
-0.75%
YTD
0.57%
0.71%
-0.14%

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