Mazi - Asset Management

Balanced / Multi Asset Class

Investment funds for institutions

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Market-Neutral Hedge Fund
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Long Short Hedge Fund
Balanced / Multi Asset Class
Medical Aids (Reg 29, Reg 30)

Our fund Strategy

Balance Funds (Regulation 28)

This product seeks to provide consistent capital appreciation over the medium to long term by investing in a diverse spread of suitable asset classes.

The maximum equity exposure is capped at 75% and the maximum fixed income exposure is 30%. The fund may also allocate up to 25% in offshore equities and fixed income.

The funds volatility levels reflect a moderately aggressive risk profile (consistent with 55% - 65% equity exposure), with low level of income considerations. The risk level should be such that negative periods over a 3 year period. It aims to outperform CPI plus 5% p.a. (i.e. to provide a real return of 5% p.a.) over rolling 3-year periods.

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