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

1391m

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
5.08%
2.09%
3.00%
6 months
8.06%
4.22%
3.85%
12 months
9.49%
8.18%
1.31%
24 months
15.22%
6.81%
8.41%
3 year Annualised
9.17%
5.82%
3.35%
5 year Annualised
13.44%
5.96%
7.48%
Since inception Annualised*
12.50%
6.36%
6.14%
YTD
0.98%
0.74%
0.24%

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