STARFUNDS.AI

Starfunds.ai is a specialist quantitative investment manager that employs a unique, rules-based fund selection methodology developed and refined over more than a decade. Using a systematic algorithm-driven process, the investment strategy identifies and allocates to top-performing collective investment schemes based on a range of objective performance, risk, and market indicators.

By removing emotional decision-making and minimising behavioural biases, Starfunds.ai seeks to deliver consistent and repeatable investment outcomes through disciplined portfolio construction. The algorithm continuously evaluates investment opportunities and adapts to changing market conditions, enabling the portfolios to remain positioned in funds exhibiting the most attractive risk-adjusted return characteristics.

The firm’s data-driven approach aims to achieve long-term outperformance relative to its benchmarks while maintaining appropriate diversification and risk management. Through the combination of quantitative analysis and ongoing portfolio optimisation, Starfunds.ai provides investors with a transparent and objective investment solution designed to compound wealth over the long term.

The Starfunds.ai Stable Fund of Funds, launched on 31 August 2023, aims to provide investors with a stable level of income together with long-term capital stability. The portfolio is Regulation 28 compliant and is benchmarked against the ASISA South African Multi-Asset Low Equity Category Average. The fund follows Starfunds.ai's systematic, rules-based fund selection process and is rebalanced quarterly to ensure exposure remains aligned with the strongest-performing funds within its investable universe.

The latest rebalance was implemented in June, with the portfolio invested in the Camissa Stable Fund, Private Client BCI Low Equity Fund, Satrix Low Equity Fund, PPS Defensive Fund, PSG Stable Fund and the Sygnia Skeleton Balanced 40 Fund.

The Starfunds.ai Balanced Fund of Funds, launched on 2 April 2013, seeks to provide investors with a moderate level of income and long-term capital growth through investment in a diversified portfolio of South African multi-asset high-equity funds. The fund follows Starfunds.ai's proprietary quantitative selection methodology, allocating capital to funds identified as offering the most attractive risk-adjusted return potential.

The fund is rebalanced quarterly, with the most recent rebalance implemented in May. At quarter-end, the portfolio was invested in the ClucasGray Equilibrium Prescient Fund, Fairtree Balanced Prescient Fund, Granite FR Balanced Fund, Nedbank Investments Managed Prescient Fund, Obsidian SCI Balanced Fund, PSG Balanced Fund, PPS Managed Fund, and the Vision FR SA Balanced Fund.

The Starfunds.ai Equity Fund of Funds, launched on 2 December 2021, aims to deliver high levels of long-term capital growth by investing in a diversified portfolio of South African general equity funds. The strategy utilises a systematic fund selection process designed to identify equity managers demonstrating superior performance characteristics across different market conditions.

The fund is rebalanced every three months, with the latest rebalance implemented in June. At quarter-end, the portfolio was invested in the Methodical FR Equity Fund, Allan Gray Equity Fund, 36ONE FR SA Equity Fund, Obsidian SCI Equity Fund, Prescient Core Capped Equity Fund, PSG Equity Fund, Ninety One Value Fund, and the Vunani FR Equity Fund.

The Starfunds.ai Property Fund of Funds, launched on 2 December 2021, seeks to provide investors with moderate long-term capital growth through investment in a diversified portfolio of South African listed property funds. The strategy maintains exposure to a minimum of five equally weighted property funds and applies a systematic rebalancing process to maintain diversification and capture evolving opportunities within the listed property sector.

The fund is rebalanced every six months, with the latest portfolio allocation maintained throughout the quarter. At quarter-end, the portfolio was invested in the Sesfikile FR Property Fund, Amplify SCI Property Equity Fund, Plexus Wealth FR Property Fund, PortfolioMetrix FR SA Property Fund, and the Nedbank Investments Property Fund.

The Starfunds.ai range continues to apply a systematic fund-selection process designed to identify leading managers across asset classes. Through disciplined rebalancing and quantitative analysis, the portfolios seek to deliver diversified exposure, consistent outcomes and attractive long-term risk-adjusted returns.

Please click on the Starfunds.ai logo for a link to its website where you will find more information on the company and funds managed.