7679CE97-9AF6-4B35-ADFE-0F1FD5125AD4@1x

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 2022

Fund Size

112m

Benchmark

FTSE/JSE Capped SWIX All Share Index

Unit Price

–

Time Horizon

+5 year

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
4.69%
4.35%
0.34%
6 months
14.01%
14.21%
-0.20%
12 months
26.64%
28.01%
-1.37%
24 months
12.78%
14.88%
-2.11%
3 year Annualised
-
-
-
5 year Annualised
-
-
-
Since inception Annualised*
10.81%
13.09%
-2.28%
YTD
14.39%
14.84%
-0.45%

Want to find out more about this fund?

18BE6E3D-DFB9-46EC-A6A4-38989494A12F@1x View MDD

Ready to get in touch?

Our investment team is standing by to help, whether you want to learn more or start the investment process today.






    Our Other Funds

    View all
    Active Bond Fund

    Active Bond Fund

    The fund aims to provide an absolute return of capital growth and income primarily through investment in a portfolio of SA government bonds.
    Learn More
    Strategic Income Fund

    Strategic Income Fund

    An actively managed, flexible fixed-income fund, aiming to provide a high level of income whilst maximising returns.
    Learn More
    Enhanced Income Fund

    Enhanced Income Fund

    An actively managed fund, designed to provide returns above money market funds.
    Learn More
    Money Market Fund

    Money Market Fund

    An actively managed money market fund that seeks to preserve capital, ensure liquidity and provide attractive monthly returns.
    Learn More
    terebinth-capital-white
    Terebinth Capital (Pty) Ltd
    An Authorised Financial Services Provider Number: 47909 Registration Number: 2011/010633/07
    Copyright © 2024 Terebinth Capital. All rights Licensed
    Contact Us

    Email Legal Disclaimer | Legal Disclaimer | Terms & Conditions | Data Privacy