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Risk adjusted returns can be maximised by actively extracting value from as many ALPHA sources as possible
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Focused diversification of risk across these sources should generate consistent performance in all market conditions
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Incremental, consistent alpha that compounds over time ensures a low volatility portfolio that generates competitive active return in a predictable fashion, through all stages of the investment cycle
ALUWANI Capital Partners finds a better way through perfect partnerships. We combine extensive investment experience with FR’s client infrastructure to offer individuals easy access to the following funds:
ALUWANI FR Money Market Fund
Our money market funds are ideal for investors with a low risk profile who wish to preserve capital but seek returns superior to those of pure cash holdings. The objective is to enhance yield by actively managing interest rate risk and credit risk through the cycle. These portfolios make use of short-dated, investment grade fixed income instruments to deliver a diversified money market solution that is low volatility and high liquidity.
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ALUWANI FR Enhanced Yield Fund
The Enhanced Yield Fund is a low risk, domestic only fixed income portfolio which aims to outperform the top quartile money market funds yet maintain a conservative profile. The approach is similar to a typical money market fund but with a longer modified duration of 180 days, and is underpinned by a strong philosophy that seeks to consistently deliver superior risk adjusted returns over various market cycles. Our active management of the Fund seeks to enhance yield by actively managing interest rate risk and credit risk through the cycle.
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ALUWANI FR Flexible Income Fund
Our bond funds cater to the various risk and return requirements and are suitable for clients that have a medium risk profile. The investment philosophy employed in managing these portfolios is based on the principle of maximising risk-adjusted returns by extracting value from as many sources as possible through active management.
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ALUWANI FR Balanced Fund
The FR Balanced Fund aims to generate a moderate to high long-term total return by investing a diversified spread of investable asset classes. The fund is suitable for individual investors seeking an actively managed balanced portfolio with a moderate risk profile. A broad asset allocation range allows the fund to take advantage of asset classes that exhibit low correlation characteristics, thus ensuring there is adequate diversification to enable consistent long term growth throughout the various market cycles.
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ALUWANI FR Top 25 Equity Fund
Our investment approach is style agnostic, with the bottom up process driven by the belief that fundamental intrinsic company valuation is the only basis for sustained long-term performance. We integrate portfolio construction techniques to manage risk, this allows us to generate competitive, risk-adjusted returns on a consistent basis through any full market cycle.
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