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Johannesburg - Cadiz Asset Management has launched the Cadiz
Stable Fund which it says is aimed at providing investors with reasonable real
returns of inflation plus 3% in the longer term‚ while focusing on reducing the
variability of returns year on year.
Paul Hutchinson‚ head of Cadiz Collective Investments‚ said:
“The Cadiz Stable Fund adds a conservative alternative to our multi-asset class
investment solutions and builds on our very successful institutional inflation
plus 3% investment mandate. It also provides investors with a conservative step
down from our award-winning Inflation Plus 5% unit trust.”
The fund would be broadly diversified across asset classes‚
including listed equity‚ listed property‚ bonds‚ inflation-linked bonds‚ cash
and other appropriate instruments such as derivatives.
Cadiz said this exposure would be actively managed and would change over time to reflect its assessments of interest rates and equity trends.
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