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. The fund continues to benefit from the attractive real yields available.
Foreign equity and cash exposure was increased to 34%, while our exposure to SA shares was decreased to approximately 32% and our property weight was maintained at 4%.
The local equity allocation held a large overweight position in resources while holding no exposure to both industrials and financials relative to the FTSE/JSE Capped All Share Index.
| 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 our foreign equity and cash to 34%, while SA equities were reduced to 60% and ZAR cash was increased to 6%.
The local equity allocation was significantly overweight resources, while holding zero exposure to both industrials and financials relative to the FTSE/JSE Capped All Share Index. Our market neutral exposure via the Satrix 40 ETF was maintained at ~12%.
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...
Read More.
