Sanlam Collective Investments

Terebinth SCI* Active Equity Fund

Fund Objective

The objective of the fund is to provide investors with sustainable capital growth over the long term by investing in a broad range of South African listed equities.

Why invest with this solution?

The fund invests primarily in shares listed on the Johannesburg Stock Exchange (JSE). The fund can also invest to a maximum of 45% in offshore listed equity.

Key Facts

Fund Manager

Terebinth Investment Team

Launch Date

1 August 2023

Fund Size

133m

Benchmark

FTSE/JSE Capped SWIX All Share Index

Unit Price

Time Horizon

Investment Strategy

The fund is typically fully invested in shares with small percentage in cash for liquidity purposes. Returns are likely to be volatile especially over the short- and medium term periods

Performance for various periods after fees

PERIOD
FUND
Benchmark
Outperformance
3 months
7.05%
8.30%
-1.26%
6 months
-4.88%
-2.88%
-2.00%
12 months
-5.07%
-2.02%
-3.05%
24 months
-
-
-
3 year Annualised
-
-
-
5 year Annualised
-
-
-
Since inception Annualised*
4.30%
7.59%
-3.29%
YTD
-3.31%
-2.84%
-0.47%

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