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Mondaine Capital
Wrap Funds

Mondaine Capital Wrap Funds

Mondaine Capital multi-asset wrap funds are designed to meet your needs and are  actively managed to the highest standards. We select and combine skilled asset managers in  our multi-managed funds, offering you a holistic and competitive solution that is positioned to  achieve your stated investment goals, even as markets change and managers come and go.  You can be confident that your investment needs will be well managed over time, and that  you’ll benefit from the collaborative input of some of the industry’s top investment professionals.

 

A structured, disciplined approach to managing your investment
 

We follow a structured and disciplined process to managing your portfolio to ensure consistent  performance at all times.   

For this reason we appoint a dedicated portfolio management team to manage your investment. The process is supported by careful fund analysis, a clearly-documented  investment philosophy and objective research process. Our portfolio construction decisions are based  on detailed economic, asset allocation and asset manager analysis, and regularly reviewed by our compliance department to ensure we remain true to out investment mandate.  This ensures a well-managed portfolio, closely matched to your needs and goals.

Our investment philosophy and fund construction process

Your portfolio is managed according to sound investment principals to ensure that any decisions we  make are objective and well-founded. We believe it is important to stay true to your long-term  investment goals, while still exploiting short-term market mispricing to achieve the best possible returns.  Because markets are inefficient in the short term and asset prices can deviate from their fair value,  selecting the right asset managers is important and can make a difference to your investment  outcome.

At Mondaine Consult (Pty) Ltd, we add value to your portfolio by using the most suitable asset  managers as the markets and economic landscape changes.

 

Our process is backed by the rigorous and proven research capabilities of Sanlam Investment’s multi-management team and the research team at Glacier. This is a team of experienced  investment professionals with a range of industry qualifications and an exceptional tactical asset  allocation track record, giving them a distinct competitive edge.

Through this process we are able to construct funds that are:

  • Well diversified with asset manager strategies that are different, yet complementary, helping to  achieve a smoother return profile.

  • Actively-managed, we make tactical shifts in asset managers as market conditions change to  minimise risk and ensure consistent, stable performance of our funds, even if financial advisor is  unavailable.

  • Managed to the same high standards irrespective of client size.  Suited to various investment needs & goals.

  • Continually monitored by investment professionals with monthly information on the portfolio in the  form of a fund fact sheet.

  • Competitively priced with regard to the Total Expense Ration (TER) relating to the underlying asset  managers.

  • Fully transparent with regard to costs, mandate & portfolio construction.

Mondaine Capital
Wrap Fund Range

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  • Mondaine Capital Flexible Income Fund
  • Mondaine Capital Cautious Fund
  • Mondaine Capital Moderate Fund
  • Mondaine Capital Moderate Aggressive Fund
  • Mondaine Capital Worldwide Flexible Fund
Contact us, or your Mondaine Consult Financial Advisor for more information about the Mondaine Capital Wrap Funds
 

Mondaine Capital | Flexible Income Fund                                     The wrap fund aims to provide investors with a high level of income over the short term. The preservation of capital is of primary importance.  The fund will consist primarily of income orientated assets with limited  exposure to equities (maximum of 10%). Investors in this fund have an investment horizon of 1 year or  longer. The fund is compliant with Regulation 28 of the Pension Funds Act, 1956.

 

Mondaine Capital | Cautious Fund

The wrap fund aims to provide investors with stable income and high level of capital stability. The probability of capital loss over the medium to long term is low. The fund will consist primarily of income orientated assets with a below average exposure to equities (maximum of 40%). Investors in this fund should have a minimum investment horizon of 3 years. The fund is compliant with Regulation 28 of the    Pension Funds Act, 1956.

 

Mondaine Capital | Moderate Fund

The wrap fund aims to provide a reasonable level of capital growth over the medium term.  Investors in this fund are prepared to tolerate moderate fluctuations in the value of their investment over the short term. The fund will be diversified across all major asset classes with an average exposure to equities (maximum of 60%). Investors in this fund should have a minimum investment horizon of 3 years or longer. The fund is compliant with Regulation 28 of the Pension Funds Act, 1956.

 

Mondaine Capital | Moderate Aggressive Fund

The wrap fund aims to provide a high level of capital growth over the long term. Investors in this fund are prepared to tolerate high fluctuations in the value of their investment over the short term. The fund will be diversified across all major asset classes with a bias towards equities (maximum of 75%). Investors in this fund should have a minimum investment horizon of 5 years. The fund is compliant with Regulation 28 of the Pension Fund Act, 1956.

 

Mondaine Capital | Worldwide Flexible Fund

The wrap fund aims to provide a high level of capital growth over the long term. Investors in this fund are prepared to tolerate high fluctuations in the value of their investment over the short term. The fund will be diversified across all major asset classes with a strong bias towards equities (maximum of 100%) and can invest in South African and/or foreign markets up to 100% either way. Investors in this fund should have a minimum investment horizon of 5 years or longer. The fund is not compliant with Regulation 28 of the   Pension Funds Act.