Rezco Managed Plus Fund
A Regulation 28 compliant multi-asset fund targeting long-term wealth creation through balanced growth and disciplined risk oversight.
The Rezco Managed Plus Fund is designed for long-term investors—particularly retirement portfolios—seeking a diversified solution that can compound meaningfully over time while remaining resilient through market cycles. The fund invests across a range of asset classes, including shares, listed property, commodities, bonds, and money market instruments, and can adjust exposures as opportunities and risks change.
The strategy is built around diversified portfolio construction and active asset allocation. Equity exposure is capped at 75% and offshore exposure is limited to 45%, supporting a balanced approach that aims to manage volatility without sacrificing long-term growth potential. When we take equity risk, we focus on high-quality opportunities supported by disciplined research and careful sizing within the broader portfolio.
Benchmarked against the ASISA South African Multi-Asset High Equity category, the fund aims to deliver returns well in excess of inflation over rolling 3–5 year periods (CPI + 7%). The manager does not guarantee capital or returns.
Category
ASISA South African MA High Equity
Launch Date
August 2010
Regulation 28
Yes
Benchmark
ASISA South African MA High Equity
Risk Rating
Mod-Aggressive
Performance
A
Class
As of
Use the return series to assess how the fund has performed across different market environments and over appropriate equity time horizons (typically 3–5 years). Returns are most useful when viewed alongside the benchmark and peer group to understand relative outcomes through both strong and difficult markets.
SHARPE RATIO
0.0
Risk-adjusted return measure
STANDARD DEVIATION
0.0%
Total volatility
Sortino Ratio
0.0%
Downside risk
Cumulative Performance
Holdings
Holdings and sector exposures are shown as at the latest reporting date to support transparency and due diligence. Because the fund is actively managed, positions can change as opportunities evolve and risk is managed. For the most current detail, refer to the latest factsheet and monthly commentary.
Allocations
Asset and sector allocations provide a snapshot of how the fund is positioned across major building blocks such as equities, bonds, and money market instruments, including local and offshore exposure where applicable. These allocations are actively managed and will change as the opportunity set and risk environment shifts.
Sector Allocation (Equities Only)
Investor Profile
The Rezco Managed Plus Fund is suitable for investors who:
• Seek long-term wealth creation within retirement portfolios through a Regulation 28 compliant solution.
• Want a diversified, multi-asset approach that can adapt as market conditions change.
• Are comfortable with a moderately aggressive risk profile and a recommended investment horizon of at least 5 years.
• Understand that higher long-term return potential comes with short-term volatility.
A message from the portfolio manager
Simon Sylvester, CEO & Portfolio Manager
The Managed Plus Fund is built for retirement-oriented investors who want a disciplined, multi-asset approach that can compound through market cycles. We construct the portfolio around diversification and active asset allocation—blending South African and offshore equities, bonds, listed property, and other instruments—to pursue long-term growth while managing risk.
Our job is to be thoughtful across asset classes, position sizes, and macroeconomic context. When we own equities, we focus on high-quality companies at sensible prices. When we shift towards defensives, we do so deliberately. This balance matters: we want to participate in upside markets and stay resilient through downturns—so investors can let time do its work.
Get in contact
Need more fund details, due diligence documents, platform availability, or help with forms? Send us a message and we’ll route your query to the right person.
For investment, additional investment, and disinvestment forms (and submissions), use the forms section below.
A balanced approach to long-term wealth creation.
Our investment philosophy begins with the belief that long-term returns improve when portfolios are built around genuine diversification and active asset allocation. We combine bottom-up equity research with a multi-asset lens—aiming to capture growth opportunities while managing risk across different market environments.
We apply a Growth at the Right Price (GARP) discipline when selecting equities: we look for companies with strong earnings potential, durable business models, and sensible valuations. Beyond equities, we actively allocate across bonds, listed property, money market instruments, and offshore assets—so the portfolio can adapt as the opportunity set changes.
This approach supports consistency over time: we want to grow capital meaningfully in favourable markets while staying resilient when conditions become difficult. Rather than chasing short-term performance, we focus on repeatable decisions and thoughtful risk management that can compound over full market cycles.
Invest Now
To invest in the Rezco Equity Fund, complete the relevant application form below and email it to operations@rezco.co.za. Our team will guide you through the process.
Important: The forms above are for direct investment with Rezco Asset Management. Before investing, please ensure you have read and understood the fund's MDD and other disclosures available on this page.
Explore Other Funds
Rezco offers a range of actively managed funds, each designed to meet different investment objectives. Whether you're looking for growth, balanced exposure, or capital preservation, explore the options below.