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 Balanced Fund holds a neutral exposure to South African nominal bonds, with a longer duration relative to the ALBI, taking advantage of the strengthening bond yields, while still benefitting from the attractive yields on offer.
Foreign equity exposure is at 32%, while our exposure to SA Inc shares is 38.5% and the property weight is 6%.
| Asset Class | Balanced Fund Allocation |
|---|---|
| Cash | Underweight |
| Bonds | Neutral |
| Property | Positive |
| Local Equity | Positive |
| Foreign Equity | Positive |
The Investin Equity Fund, following a systematic investment process, holds 32% in foreign equity and 66% in SA equities.
The local equity allocation was overweight industrials, marginally underweight financials and underweight 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.
Click on the logo below to learn more about funds managed by Investin Asset Management.
