Sanlam Collective Investments

Terebinth SCI* Optimised Return Fund

Fund Objective

The portfolio seeks to optimise returns by investing in a range of property and interest-bearing securities.

Why invest with this solution?

The portfolio will invest across the full spectrum of income generating assets including interest bearing securities (including, but not limited to government bonds, corporate bonds, cash deposits and money market instruments as well as inflation-linked bonds). 

Key Facts

Fund Manager

Terebinth Investment Team

Launch Date

1 February 2022

Fund Size

236m

Benchmark

CPI +4% over a three-year rolling period

Unit Price

10,48

Time Horizon

+3 years

Investment Strategy

The portfolio will seek to hold a minimum of 10% in local property stocks and 10% in offshore property in order to maximise returns for investors. For efficient portfolio management purposes, the Manager may invest in financial instruments (derivatives) allowed by the Act in order to achieve its investment objective. The investments in CIS and offshore are permitted as per the supplemental deed.

Performance for various periods after fees

PERIOD
FUND
Benchmark
Outperformance
3 months
11.92%
2.34%
9.57%
6 months
8.18%
4.76%
3.42%
12 months
9.55%
9.52%
0.03%
24 months
7.85%
9.96%
-2.11%
3 year Annualised
-
-
-
5 year Annualised
-
-
-
Since inception Annualised*
7.85%
9.96%
-2.11%
YTD
1.21%
0.30%
0.91%

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