FundRock Management Company

Terebinth FI Macro FR Retail Hedge Fund

Fund Objective

Provide returns in excess of 5% over benchmark on an average annual basis over rolling 36-month periods with a low degree of volatility. The strategy is primarily focused in the most liquid areas of the broader income spectrum, with a strong focus on risk management.

Why invest with this solution?

The fund has a return objective of cash + 5% over rolling 3-year periods. This return is uncorrelated to traditional asset classes.

Key Facts

Fund Manager

Terebinth Investment Team

Launch Date

1 April 2013

Fund Size

1, 477m

Benchmark

STeFi Composite Index

Unit Price

2751,73

Time Horizon

+3 years

Investment Strategy

Terebinth FI Macro FR Retail Hedge is a South African domiciled, rand-denominated fixed income hedge fund, focusing on macro strategies. Through the use of qualitative and quantitative methodologies opportunities are exploited across three disciplines: Strategic, Structural, and Tactical. The fund is actively managed, with a focus on risk management and to provide investors with a high degree of confidence regarding liquidity.

Performance for various periods after fees

PERIOD	FUND	Benchmark	Outperformance
3 months	2.91%	2.05%	0.86%
6 months	11.09%	4.18%	6.91%
12 months	18.56%	8.53%	10.04%
24 months	13.66%	8.13%	5.53%
3 year Annualised	15.07%	7.01%	8.06%
5 year Annualised	13.62%	6.14%	7.48%
10 year Annualised	13.42%	6.65%	6.77%
Since inception Annualised*	12.81%	6.50%	6.31%
YTD	13.94%	7.10%	6.84%

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

Enhanced Income Fund

An actively managed fund, designed to provide returns above money market funds.

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?

[vc_row][vc_column][vc_raw_html]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[/vc_raw_html][/vc_column][/vc_row]

Terebinth FI Macro FR Retail Hedge Fund

Fund Objective

Why invest with this solution?

Key Facts

Fund Manager

Launch Date

Fund Size

Benchmark

Unit Price

Time Horizon

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

Enhanced Income Fund

Money Market Fund

Terebinth Capital (Pty) Ltd

Contact Us