Fund Overview |
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Risk Profile
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ObjectiveThe 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. |
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Investor Profile
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Offshore Exposure: |
Yes | ||||||
Inception Date: |
30 September 2004 | ||||||
Fund Code: |
RVTU | ||||||
Fund Manager(s): |
Rob Spanjaard, Wally Gray, Peter du Toit REZCO Asset Management |