FUNDS


Local Funds

Renaissance has partnered with Boutique Collective Investments to establish the following South African registered and regulated funds:

For more information on the Renaissance local funds, please see each fund’s Minimum Disclosure Document.

Minimum Disclosure Documents


Renaissance Individual Application Renaissance Entity Application

International Funds

Renaissance, in partnership with Momentum Mutual Fund ICC Limited, have launched the Renaissance Global Best Ideas Fund IC Limited and Renaissance Global Flexible Fund IC Limited. Both funds are registered in and regulated in Guernsey. The Renaissance Global Best Ideas Fund IC Limited is also approved and regulated by the Financial Services Board in South Africa.

For more information on the structure of these Funds, please see the Momentum Mutual Fund ICC Limited Prospectus.

Renaissance Global Best Ideas Fund IC Limited

The Renaissance Global Best Ideas Fund IC Limited is a multi-asset fund that aims to provide investors with capital growth over the medium to long term (3 to 5 years) through investments in a diverse range of global asset classes and currencies. The Fund aims for a return in excess of a composite benchmark, made up of 60% MSCI World Index and 40% JP Morgan Global Government Bond Index.

The Fund aims to achieve its investment objective by investing globally, primarily via other collective investment schemes in a wide range of asset classes including cash, fixed income, equities, property, commodities and asset allocation portfolios. The Fund may also invest in transferable securities which are classes of investments that are negotiable on a capital market such as (but not limited to) shares in companies or bond investments.

The Base Currency of the Fund is US Dollars, however, the investments of the Fund may be denominated in various currencies other than US Dollars and the GBP Shares are priced and valued in Pounds Sterling.

Accordingly, the Fund has multiple currency exposures and such exposures may be hedged, although the Sub-Investment Manager is under no obligation to do so.

For more information on the Renaissance local funds, please see each fund’s Minimum Disclosure Document.


Minimum Disclosure Documents
 

Disclaimer

None of the information or opinions expressed on this website constitute an offer to sell or the solicitation of an offer to sell investment products. The material on this website is for information purposes only. The opinions expressed in this article do not constitute investment, tax or other advice and you should consult your professional advisor before you make any decision.

The value of currencies, securities or investments and the price of shares which are mentioned in this website may fall as well as rise. Investors may not receive the original amount invested in return. Investors should also be aware that past performance is not necessarily a guide to future performance. All expressions of opinions are subject to change without notice.

Renaissance Wealth Management (Pty) Ltd is registered with the Financial Services Board as a financial services provider (FSP Licence No. 878).