INVESTIN ASSET MANAGEMENT
launched in August 2024 Investin is a multi-asset and long-only equity fund manager, following a systematic investment process anchored on five key principles: Consistency, Emotional Resilience, Risk Management, Mitigating Bias and Adaptability that ensures a diversified selection of investments.
Technology is used to make structural and decision-specific improvements to the overall investment process. We mitigate or eliminate subjective human bias with investment decisions driven by a methodical, probabilistic and objective process. This thread of decision-making based on objective data analysis runs true throughout our funds. This constitutes investing in facts, not feelings.
The Investin BCI Balanced Fund holds a neutral exposure to South African nominal bonds, where we shortened duration relative to the ALBI, due to increased volatility and risk. The fund continues to benefit from the attractive real yields available.
Foreign equity exposure was increased to 32%, while our exposure to SA Inc shares was maintained at approximately 35% and our property weight was reduced to 5%.
| MULTI-ASSET STRATEGIC ASSET ALLOCATION | BALANCED FUND |
|---|---|
| Cash | Underweight |
| Bonds | Neutral |
| Property | Neutral |
| Local Equity | Positive |
| Foreign Equity | Neutral |
The Investin BCI Equity Fund follows a systematic investment process, and we increased foreign equity to 32% and maintained SA equities at 66%.
The local equity allocation was neutral industrials and underweight financials, with a significant underweight to resources, while our market neutral exposure via the Satrix 40 ETF increased to ~18.5%.
Please click on the Investin logo for a link to its website where you will find more information on the company and funds managed.
The below FSCA regulated companies, who conduct asset management and investment services, are owned by Orion Investment Managers (OIM). These subsidiary companies operate in a number of different jurisdictions, and each provides investment management and products to their clients. Orion Investment Managers, is, in turn, owned by Spirit Invest International, which owns a portfolio of companies in the investment sector...
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