Our multi-asset funds are designed to provide investors with a liquid, single access point to a broad portfolio of global asset classes. The funds are managed with reference to a strategic asset allocation benchmark, with tactical shifts made on an on-going basis based on our views of the world and relative valuations of asset classes. Where appropriate, the funds make use of passive instruments (such as ETFs) to reduce the cost burden to investors.
Constantia Diversity Fund
Constantia Diversity provides investors access to an actively managed multi-asset class, globally diversified portfolio of assets on a cost-efficient and liquid basis. The fund is managed as a growth portfolio with typically at least 65% of its assets exposed to higher risk asset classes (i.e. equities / commodities).
Maitland Flexible Fund of Funds
The Maitland Flexible Fund of Funds is a South African domestic asset allocation flexible unit trust that seeks to provide returns of CPI for all urban areas plus 4%. A combination of underlying managers (“multi-manager” approach) is used in attempting to achieve the objective of the fund, whereby underlying managers are selected on a best-of-breed basis and will need to demonstrate considerable skill in order to be selected.
Constantia Balanced Fund
The Constantia Balanced Fund targets total returns on capital of United States 3-month Treasury Security yield plus 4%-6% per annum over any rolling three-year period with a target annual volatility of 3.5%-7.5%
Constantia Growth Fund
The Constantia Global Hedged Equity Fund targets total returns on capital of United States 3-month Treasury Security yield plus 5%-8% per annum over any rolling five-year period with a target annual volatility of 5-10%.