Our Funds

Rezco offers a focused suite of funds built to meet key client objectives while keeping our research and decision-making concentrated in a robust, high-conviction range.

Across the suite, each fund is constructed using the same investment philosophy and disciplined risk oversight—designed to complement core holdings and support long-term outcomes through market cycles.

Choose from South African equity and Regulation 28 solutions, balanced strategies, and global flexibility—each designed for a clear role within diversified portfolios.

Explore our suite of funds

A select range across South African and global strategies—each with a defined portfolio role. For holdings and detailed exposures, download the latest factsheet and monthly commentary.

Rezco Equity Fund

Stock selection with portfolio risk oversight

Higher risk rating

Category

South African Equity

Portfolio role

Core / satellite equity exposure

Approach

Active stock selection with risk-aware portfolio construction

Benchmark

FTSE/JSE All Share

Peer group

ASISA SA EQ General

Reporting

Factsheet and unit price history available

CLass

A

C

Date

-

-

Price

-

-

Rezco Value Trend Fund

Value meets opportunity through the cycle

Moderate risk rating

Category

SA Multi-Asset (High Equity)

Portfolio role

Growth-oriented diversifier

Approach

Multi-asset flexibility with risk-aware portfolio construction

Benchmark

FTSE/JSE All Share

Peer group

ASISA SA MA High Equity

Reporting

Factsheet and unit price history available

CLass

A

C

Date

-

-

Price

-

-

Rezco Managed Plus Fund

Long-term balanced growth

Moderate–higher risk rating

Category

SA Multi-Asset (High Equity)

Portfolio role

Balanced growth allocation

Approach

Diversified multi-asset portfolio construction

Benchmark

ASISA SA MA High Equity

Peer group

ASISA SA MA High Equity

Reporting

Factsheet and unit price history available

CLass

A

C

Date

-

-

Price

-

-

Rezco Stable Fund

Steady growth with a defensive tilt

Lower risk rating

Category

SA Multi-Asset (Low Equity)

Portfolio role

Defensive / smoother return profile

Approach

Stability-focused construction with capital protection characteristics

Benchmark

Inflation +3%

Peer group

ASISA SA MA Low Equity

Reporting

Factsheet and unit price history available

Benchmark

Inflation +3%

Peer group

ASISA SA MA Low Equity

Reporting

Factsheet and unit price history available

CLass

C

C1

Date

-

-

Price

-

-

Past performance is not indicative of future results. Information shown is for general information purposes and should not be construed as investment advice. All investments carry risk. Investors should conduct their own research and consult a qualified financial adviser before making investment decisions.

Why Rezco

A disciplined approach to long-term wealth creation across market cycles.

Managing Risk

Our approach aims to improve the investor experience by focusing on risk-aware portfolio construction—seeking to reduce drawdowns, smooth volatility, and improve diversification versus peers and benchmarks across market cycles.

Creating Wealth

We aim to generate long-term value through disciplined research and active decision-making. By focusing on durable businesses and clear valuation discipline, we seek to deliver resilient outcomes over time as part of a diversified portfolio.

Our Technology

Technology supports consistency and speed in research, monitoring, and decision-making. Our tools help us test ideas, visualise data, and track exposures—strengthening the team’s ability to execute a repeatable investment process.