*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

802m

Yield

10,16%

Benchmark

STeFi Composite Index

ASISA Classification

South African Interest-Bearing Short-Term

Unit Price

10,42

Time Horizon

0-1years

Regulation 28 compliance

No

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
3.27%
2.09%
1.19%
6 months
5.44%
4.22%
1.23%
12 months
9.77%
8.18%
1.59%
24 months
8.28%
6.81%
1.46%
3 year Annualised
7.45%
5.82%
1.63%
5 year Annualised
7.63%
5.96%
1.67%
Since inception Annualised*
7.85%
6.08%
1.77%
YTD
0.78%
0.74%
0.04%

Want to find out more about this fund?

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