INVESTIN ASSET MANAGEMENT
Investin was launched in August 2024 and is a multi-asset and long-only equity fund manager, following a systematic investment process anchored around 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 through our funds. It is 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 reduced to 28%, while our exposure to SA Inc shares was approximately 36% and our property weight was maintained at 6%.
MULTI-ASSET STRATEGIC ASSET ALLOCATION | BALANCED FUND |
---|---|
Cash | Underweight |
Bonds | Neutral |
Property | Positive |
Local Equity | Positive |
Foreign Equity | Neutral |
The Investin BCI Equity Fund, following a systematic investment process, we reduced foreign equity to 28% and increased SA equities to 68%.
The local equity allocation was overweight industrials, underweight financials and resources.
Please click on the Investin logo for a link to its website where you will find more information on the company and funds managed.