Equity Fund Spectrum

Our organisational structures and culture are both premised on good governance, high ethical standards, clear segregation of duties and accountability. Our sound business principles are fundamental to our long-term sustainability and success. Umthombo holds a Category 2 FSCA license and are an authorized FSP.

Conservative Fund

About the Fund

The Fund is actively managed on a discretionary basis to provide returns in excess of the benchmark with reasonable amount of risk. The Fund is expected to have a tracking of below 2.5%.

Fund Objective 

The Fund represents Umthombo Wealth’s best equity house view with constraints relative to a specific benchmark. The Fund aims to outperform the Capped SWIX TR over a rolling three year period.

Fund Factsheet

+ Download latest fund factsheet here

Factsheet Archives

+2023

December 2023

September 2023 | June 2023 | March 2023

+ 2022

    December  2022 |    September  2022  |     June 2022

 

 

Moderate Fund

About the Fund

The Fund is actively managed on a discretionary basis to provide returns in excess of the benchmark with reasonable amount of risk. The Fund is expected to have a tracking error in excess of 2% with a cap of 5%.

Fund Objective

The Fund represents Umthombo Wealth’s best equity house view with constraints relative to a specific benchmark. The Fund aims to outperform the Capped SWIX TR over a rolling three year period.

Fund Factsheet

+ Download latest fund factsheet here

Factsheet Archives

+2023

December 2023

September 2023|  June 2023 | March 2023 |

+ 2022

    December  2022 |  Sepetember  2022 |    June 2022

Best House View Fund

About the Fund

The Fund is actively managed on a discretionary basis to provide returns in excess of the benchmark with reasonable amount of risk. The Fund is expected to have a tracking error in excess of 5% with no cap.

Fund Objective

The Fund represents Umthombo Wealth’s best equity house view relative to a specific benchmark. The Fund aims to outperform the Capped SWIX TR over a rolling three year period.

Fund Factsheet

+ Download latest fund factsheet here

Factsheet Archives

+2023

December 2023

September 2023 |  June 2023 | March 2023 |

+ 2022

     December 2022 |   September 2022 |     June 2022

Unconstrained Fund

About the Fund

The Fund is actively managed on a discretionary basis to provide returns in excess of the benchmark with reasonable amount of risk. The Fund tracking error is expected to be in excess of 5%.

Fund Objective

The Fund represents Umthombo Wealth’s best equity house view on an absolute basis. The Fund aims to outperform the Capped SWIX TR over a rolling three year period.

Fund Factsheet

+ Download latest fund factsheet here

Factsheet Archives

+2023

December 2023

 September 2023 | June 2023 | March 2023

+ 2022

    December  2022 |      September  2022  |     June 2022

Fixed Income Fund Spectrum

Umthombo Wealth has created a broad investment offering to accommodate the specific risk and return objectives of a multitude of investors. 

Umthombo Active Bond

About the Fund

The Fund is actively managed on a discretionary basis to provide stable long-term growth with moderate level of risk. The Fund shall be within 2 years of the modified duration of the BEASSA Total Return Index.

Fund Objective

The Fund makes use of a wide range of fixed income instruments to deliver an active return above a given bond index benchmark. It aims to outperform the All Bond Index level at no greater risk.

Fund Factsheet

+ Download the latest fund factsheet here

Factsheet Archives

+ 2023

 February  2023  |  March 2023 |  June 2023

+ 2022

     December  2022   |    September  2022  |     August  2022