REZCO Value Trend (Balanced)

Fund Overview

Risk Profile

Low Medium High


The REZCO Value Trend (Balanced) fund is a multiple award winning fund and has achieved exceptional returns complemented with substantially lower volatility. The fund can invest in a variety of asset classes such as shares, bonds, listed property and cash. The fund aims to outperform the South African equity market over the long term, without taking on greater risk. By preserving capital and creating wealth the fund delivers good returns across the cycle with low volatility. The fund is expected to achieve returns well in excess of inflation measured over three to five year periods.

Investor Profile

  • Looking to achieve long-term capital growth.
  • That want to preserve the purchasing power of their capital over the long-term.
  • Who seek exposure to the earnings potential of equities while taking advantage of the fund’s multi-asset (balanced) mandate, which enables a reduction in equity exposure in periods of high risk.

Offshore Exposure:


Inception Date:

30 September 2004

Fund Code:


Fund Manager(s):

Rob Spanjaard, Wally Gray, Peter du Toit
REZCO Asset Management

The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.