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

114m

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
2.01%
2.05%
-0.04%
6 months
4.11%
4.18%
-0.07%
12 months
8.51%
8.53%
-0.02%
24 months
8.18%
8.13%
0.05%
3 year Annualised
7.09%
7.01%
0.09%
5 year Annualised
6.22%
5.97%
0.25%
Since inception Annualised*
6.57%
6.26%
0.31%
YTD
7.02%
7.10%
-0.08%

Want to find out more about this fund?

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