*Sanlam Collective Investments

Terebinth SCI Enhanced Income Fund

Fund Objective

The portfolio seeks investment opportunities that meet the objective of delivering an enhanced level of income and stability of capital invested which is consistent with the preservation of capital over a rolling 12-month period.

Why invest with this solution?

This solution provides a higher level of income than cash, protects investors’ investment, and is diversified across liquid, high-quality fixed-interest asset classes. This solution enables investors to outsource the difficult decision of asset allocation.

Key Facts

Fund Manager

Terebinth Investment Team

Launch Date

1 August 2018

Fund Size

842m

Benchmark

STeFi Composite Index

ASISA Classification

South African Interest-Bearing Short-Term

Time Horizon

0-1years

Regulation 28 compliance

Investment Strategy

The portfolio invests across the full spectrum of income generating assets including interest bearing securities as well as inflation-linked bonds and corporate bonds. The portfolio is actively managed with exposure to various asset classes to reflect changing economic and market circumstances, in order to maximise returns to investors.

Performance for various periods after fees

PERIOD	FUND	Benchmark	Outperformance
3 months	2.96%	2.05%	0.90%
6 months	6.64%	4.18%	2.46%
12 months	11.86%	8.53%	3.33%
24 months	10.69%	8.13%	2.56%
3 year Annualised	8.91%	7.01%	1.90%
5 year Annualised	7.92%	6.14%	1.79%
Since inception Annualised*	8.25%	6.37%	1.88%
YTD	9.16%	7.10%	2.06%

Want to find out more about this fund?

Ready to get in touch?

Our investment team is standing by to help, whether you want to learn more or start the investment process today.

Our Other Funds

Active Bond Fund

The fund aims to provide an absolute return of capital growth and income primarily through investment in a portfolio of SA government bonds.

Learn More

Strategic Income Fund

An actively managed, flexible fixed-income fund, aiming to provide a high level of income whilst maximising returns.

Learn More

Fixed Income Macro Hedge Fund

An award-winning South African domiciled, rand-denominated fixed income hedge fund, that focuses on macro strategies.

Learn More

Money Market Fund

An actively managed money market fund that seeks to preserve capital, ensure liquidity and provide attractive monthly returns.

Learn More

HOW CAN WE ASSIST YOU?

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Terebinth SCI Enhanced Income Fund

Fund Objective

Why invest with this solution?

Key Facts

Fund Manager

Launch Date

Fund Size

Benchmark

ASISA Classification

Time Horizon

Regulation 28 compliance

Investment Strategy

Performance for various periods after fees

Want to find out more about this fund?

Ready to get in touch?

Our Other Funds

Active Bond Fund

Strategic Income Fund

Fixed Income Macro Hedge Fund

Money Market Fund

Terebinth Capital (Pty) Ltd

Contact Us