STARFUNDS.AI
Starfunds.ai is a unique, rule-based, quantitative manager using a fund selection algorithm conceptualised and designed in 2015. The algorithm selects top-performing funds, which enables Starfunds.ai to achieve long-term outperformance against its benchmarks.
The Starfunds.ai Stable Fund of Funds aims to provide a stable level of income, combined with long-term capital stability. The portfolio is Regulation 28 compliant, and the benchmark is the ASISA SA Multi-Asset Low Equity category average.
The fund is rebalanced every three months with the next rebalance scheduled for November and finished this quarter holding exposure in the following funds: Fairtree BCI Select Cautious Fund, Affinity CI Cautious Fund, Merchant West SCI Payers and Growers Fund, Camissa Stable Fund and the Sygnia Skeleton 40 Fund.
The Starfunds.ai Balanced Fund of Funds aims to provide the investor with a moderate level of income and long-term capital growth by investing into five SA Multi-Asset High Equity funds.
The fund is rebalanced quarterly and the next rebalance is scheduled for November. The fund finished the quarter invested into the Centaur BCI Balanced Fund, ClucasGray Equilibrium Preservation Fund, Fairtree Balanced Prescient Fund, Granate BCI Balanced Fund and the PPS Managed Fund.
The Starfunds.ai Equity Fund of Funds objective is to provide investors with high long-term capital growth by investing into five SA Equity General funds.
The fund is rebalanced every three months and the next rebalance is scheduled for November. It finished the quarter invested into the Stanlib Equity Fund, Investec Wealth BCI Dynamic Equity Fund, Merchant West SCI Dividend Equity Fund, Steyn Capital Equity Fund, and the Ninety-One Value Fund.
The Starfunds.ai Property Fund of Funds’ objective is to provide investors with moderate long-term capital growth by investing into five equally weighted SA Real Estate general funds.
The fund is rebalanced every six months with the next rebalance due in November and finished the quarter invested into the SIM Property Equity Fund, Old Mutual SA Quoted Property Fund, Portfolio Metrix BCI Property Fund, Prescient Property Equity Fund, and the Satrix Property Index Fund.
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.
Click on the logo below to learn more about funds managed by Starfunds.ai.