Outlining more details of all our unit classes (A, B, C, Z etc.) for our funds
Outlining more details of all our unit classes (A, B, C, Z etc.) for our funds
We do not have a minimum amount per se. However, we are high conviction managers and therefore generally have fewer holdings when compared to our peers
It is not a requirement that Managers expose their personal capital to the funds. However, all Managers believe in our investment philosophy and willingly invest their own money into the Funds
The method that we use is a lot more simple. We look at a fairly projectable number, namely earnings per share (EPS)
The process by which team members are chosen is extremely stringent, to make sure that only top quality candidates are selected
R150m and R125m cover for Rezco Collective Investment Ltd and Rezco Asset Management (Pty) Ltd
Download copies of our FSB certificates, CIPRO documentation, etc
Both. We have defined strategic asset allocation buckets for each of our funds – the strategic allocations vary by level of conviction
A visual representation confirming that we do not have any key client risk
Our investment philosophy is completely benchmark agnostic and, therefore, there is no need to cover all stocks in detail simply because they are part of some index
The Audit Committee is chaired by Leon Kaplan, an independent non-executive director
“Our investment strategy aims to combine financial returns with social good.” Wally Gray, Non-Executive Chairman
All processes are well documented
Outlining fund objectives, inflation targets, risk classifications etc
To ensure effective and continuous compliance with regard to new legislation, we have appointed external compliance officer, HA Goosen, from Independent Compliance Services
The FAIS categories for which we are licenced
Preserve capital during bear markets and participate in bull markets
The Investment Research Team is made up of a group of talented individuals. These individuals include Rob Spanjaard, our CIO
Details on our Johannesburg and Port Elizabeth offices
Wally Gray established Rezco Asset Management in 1981