OUR FUNDS

True Performance
Driven by Fundamentals
Disciplined Active Managers

Stringfellow Group Funds

As true investment specialists, our decisions are based on extensive research and market fundamentals, and as shown by our awards and the figures below our approach continues to outperform inflation – the average of our peers.

Independence is key to our approach which is why both our Multi-Managed and Wrap Funds are comprised of the best investment houses to leverage opportunities across sectors and the globe.

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Stringfellow’s Multi-Managed Funds

Our Multi-Management approach is a unique investment vehicle that consists of multiple specialized funds, which enables us to leverage off the best-of-breed fund managers across asset classes, different sectors and geographical locations

Stringfellow BCI Stable Fund of Funds

Over the past 5 years, the fund has delivered:

 

10% PER ANNUM 

11% ABOVE THE AVERAGE OF ITS PEERS 

30% MORE THAN INFLATION 

Performance quoted is over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Stringfellow BCI Flexible Fund of Funds

Over the past 5 years, the fund has delivered:

 

13% PER ANNUM 

27% ABOVE THE AVERAGE OF ITS PEERS 

53% MORE THAN INFLATION 

Performance quoted is over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Best-of-breed providers currently used in our Multi-Managed funds

We use the best fund managers across the globe to manage your money

OUR ACCOLADES

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4 STARS

...

2017

The independent ratings agency, Morningstar awarded us with an exceptional rating based on our outstanding risk-adjusted returns

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BEST IN SA


2014

Awarded the top-performing fund in the South African Multi-asset Low Equity sector over a 5 year period, as at 2014

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4 CROWNS

...

2017

The international ratings agency, PlexCrown awarded us with an exceptional accolade, based on our performance, against a combination of various recognized statistical measures

Stringfellow’s Wrapped Funds

To further diversify your or your clients’ investment exposure we have partnered with some other industry leading fund managers, reducing risk and maximising returns

Inflation Plus 2 Cautious

Over the past 5 years, the fund has delivered:

10% PER ANNUM 

29% MORE THAN INFLATION 

Performance quoted is backdated over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Inflation Plus 4 Balanced 

Over the past 5 years, the fund has delivered:

12% PER ANNUM 

43% MORE THAN INFLATION 

Performance quoted is backdated over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Inflation Plus 6 Opportunity 

Over the past 5 years, the fund has delivered:

16% PER ANNUM 

84% MORE THAN INFLATION 

Performance quoted is backdated over a 5 year period as at 30/09/2017
Past performance is no guarantee of future performance

Platforms on which Stringfellow Funds are available

Boutique Collective Investments
Investec
Glacier
Momentum

Have any questions with regards to our funds or philosophy?

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Financial Advisors

Private Clients



Address

Fancourt Office Park
Northumberland Avenue & Felstead Road
North Riding

Telephone

010 007 0074

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