Risk Indicator

Cadiz Money Market Fund

  • LOW10%

  • A top performing money market fund.
  • Earn a higher return than a bank account or term deposit.
  • Low annual management fee (0.25% excl VAT).
  • Ideal as a temporary low risk ‘parking bay’ or phasing-in vehicle.
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Cadiz BCI Enhanced Income Fund

  • LOW10%

  • Aims to provide investors with a high level of sustainable income and stability of capital invested.
  • Low variability of returns in excess of vanilla money market funds
  • High level of liquidity
  • Regulation 28 compliant
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Cadiz Absolute Yield Fund

  • LOW10%

  • Aims to provide investors with a return of 2% in excess of cash over a rolling 3 year period and a positive return over any rolling 12 month period.
  • Winner of the 2010 and 2011 Morningstar Fund Awards in the Cautious Balanced and Cautious Allocation categories, respectively.
  • For more conservative investors who would like more consistent returns than an income fund.
  • Provides access to a broad range of fixed interest instruments.
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Cadiz Stable Fund

  • LOW TO MODERATE25%

  • Aims to provide investors with real returns (inflation plus 3%) over a rolling 3 year period, while minimizing the risk of capital loss over a one year period.
  • Active asset allocation with carefully managed equity stock selection.
  • Regulation 28 compliant.
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Cadiz Balanced Fund

  • MODERATE40%

  • 2011 Raging Bull Awards. Top performance by a Domestic Collective Investment Scheme.
  • A one-stop solution that does the asset allocation for you.
  • Provides a balance between capital growth and income over the medium to long term.
  • Diversified exposure to the equity and fixed interest markets.
  • Regulation 28 compliant
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Cadiz Worldwide Flexible Fund

  • MODERATE TO HIGH80%

  • Aims to provide investors with returns well above South African inflation over a rolling 3-year period.
  • The fund can invest in local and global investments across a variety of asset classes.
  • Manager has maximum flexibility in terms of asset allocations.
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Cadiz Equity Fund

  • HIGH80%

  • Aims for long-term capital growth with a low risk of permanent capital loss.
  • Fund can invest in SA equity and up to 30% in foreign assets and 10% in Africa.
  • Minimum exposure of 80% of portfolio at all times in Equities.
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