Investment Capabilities

Medical Funds

Medical Funds

Our Approach

Our robust and diversified portfolio construction process will ensure sustainable active returns at more than acceptable risk levels.

MEDICAL FUNDS

Our medical funds are designed to meet liquidity requirements and specific regulatory stipulations of medical schemes. Given our building block approach to managing multi-asset class funds, we are able to tailor make relevant solutions to meet the various investment objectives.

ALUWANI offers fixed income products that cater to liquidity and capital preservation needs of medical schemes. The funds have a low to medium risk profile and seek to provide a competitive yield without compromising on liquidity and capital preservation. The investment strategy places emphasis on risk management through a keen focus on asset allocation, diversification of credit risk, fixed income relative value strategies, liquidity and management of interest rate risk.

We further offer a specialist equity fund which can be blended as part of the investor’s overall investment strategy.

Regulation 29 and 30 of the Medical Schemes Act 131 of 1998 sets out the limits that govern the investments held by medical aid schemes and aims to ensure that medical aid schemes adhere to principles of diversification and prudent investments, as well as have sufficient liquidity to meet the claims as they arise



ALUWANI Core Money Market Fund: Download Fact Sheet

ALUWANI Flexible Income Fund: Download Fact Sheet

Contact Us

ALUWANI Complaints Resolution Policy  |  ALUWANI Collective Investment Schemes Disclosures  |  ALUWANI Treating Customers Fairly Policy  |  ALUWANI PAIA Manual  |  ALUWANI ESG Policy: Please see the link to our ESG Policy. If you would like further detail around our integration and engagement initiatives please reach out to us for the annexures to this document.  |  ALUWANI Stewardship Report  |  ALUWANI Stewardship Report 2023  |  ALUWANI Stewardship Report 2024
Copyright © ALUWANI Capital Partners (Pty) Ltd. 2016 Reg no. 2015/112266/07 | An authorised financial service provider (license no. 46196)