Sanlam Collective Investments

Terebinth SCI* Money Market Fund

Fund Objective

The fund seeks to preserve capital, ensure liquidity, as well as provide monthly returns. This fund aims to achieve a level of income more than the STeFI Composite index.

Why invest with this solution?

Capital preservation while providing a real level of income.

Key Facts

Fund Manager

Terebinth Investment Team

Launch Date

15 June 2015

Fund Size

111m

Yield

Benchmark

STeFi Composite Index

ASISA Classification

South African Interest-Bearing Money Market

Unit Price

1,00

Time Horizon

0-1years

Regulation 28 compliance

No

Investment Strategy

The portfolio seeks to deliver risk-adjusted money market returns, while aiming at enhancing yield. We actively seek out mispriced, highly liquid money market instruments, while implementing a portfolio construction methodology which is consistent with our view on the path of short-term interest rates in South Africa.

Performance for various periods after fees

PERIOD
FUND
Benchmark
Outperformance
3 months
2.10%
2.09%
0.01%
6 months
4.26%
4.22%
0.05%
12 months
8.30%
8.18%
0.12%
24 months
6.94%
6.81%
0.13%
3 year Annualised
5.98%
5.82%
0.16%
5 year Annualised
6.07%
5.70%
0.37%
Since inception Annualised*
6.41%
6.07%
0.34%
YTD
0.70%
0.74%
-0.04%

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