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Truffle SCI*
SA Flexible Fund

R

0

m

Fund Size

-

0

Annualised Return Since Inception*

0

MODERATE AGGRESSIVE

Risk Profile

Fund Overview

Investment Strategy

An unconstrained domestic multi-asset fund that aims to deliver strong inflation beating returns over the long term.

This is achieved through dynamic asset allocation and security selection across a wide range of assets.

Why choose this fund?
  1. A well-diversified portfolio of local assets, where managers have full flexibility to implement ideas efficiently.
  2. Risk is actively managed through skilled asset allocation and security selection across various asset classes and strategies.
  3. Managed by a highly experienced team with a proven track record of selecting quality assets to deliver long-term capital growth.
Portfolio Managers
Chief Investment Officer & Director

Iain Power

B.Com. (Hons) (Investment Management)

Iain has been part of the Truffle team since 2010 and has 30 years of industry experience. He began his career at RMB Asset Management in 1993. In his 16 years with the company, Iain held various positions including serving as a member of the Board of Directors and the Management Board, as well as fulfilling the role of a senior investment professional in the equity team. Iain’s move to Truffle was part of his decision to move from the corporate environment into a smaller owner-managed asset management business where he could be part of building a larger concern.

Portfolio Manager

Saul Miller

M.Bus.Sci., Fellow of the Faculty of Actuaries (FFA)

Saul has over 25 years of experience in investment and portfolio management and has been part of the Truffle team since 2016. He worked for RMB Asset Management for over a decade, where he managed a range of equity and balanced funds that won numerous industry awards. Saul then moved to Argon Asset Management where he held the position of Head of Equity for over four years. During this period, equity assets under management grew rapidly from approximately R8 billion to over R20 billion and investment performance comfortably exceeded benchmark returns. Additionally, Saul was responsible for implementing Argon’s equity investment philosophy and process.

Equity Analyst

Etienne Roux

CA(SA), CFA

Etienne qualified as a CA(SA) in 2012, after completing his articles at Greenwoods Chartered Accountants where he gained invaluable experience in various sectors, including manufacturing, property, and industrial. Etienne then joined Truffle in 2013 as an Equity Analyst and became a CFA Charterholder in 2016. He covers various sectors for the Truffle equity team, including property, healthcare and pharma, diversified industrials, gold, as well as various mid-caps.

Fund Details

CPI + 5%

Benchmark

12 April 2024

Fund Inception Date

Semi-annually

Income Distribution

South Africa – Multi Asset – Flexible

ASISA Fund Classification

8-9 years

Ideal Investment Timeframe

15:00

Portfolio Valuation Time

ZAR 500

Minimum Monthly Investment

ZAR 10 000

Minimum Lump Sum Investment

TSCFFA

Ticker

Performance

As the fund was launched less than 12 months ago, performance is not disclosed.

Portfolio Positioning

No Data Found

Data as at 31 December 2024.
Data source: © Morningstar.

Literature

*The SCI acronym refers to Sanlam Collective Investments.