The Rozendal Global fund explains its major contrarian calls (2024)

Table of Contents
RUAN JOOSTE, CITYWIRE SOUTH AFRICA Editor’s Picks Compared to its benchmark, the fund has significant exposure to emerging markets, Europe and the UK but limited exposure to mega-cap US tech stocks. Leave a comment The Sarasin Global Dividend fund picks stocks from the same buy list as the firm’s thematic equity strategy. RUAN JOOSTE, CITYWIRE SOUTH AFRICA Editor’s Picks Fund selection Prescient’s Rupert Hare reveals a potential guideline for what could be deemed ‘fair pricing’ on a unit trust. Discretionary fund management The launch of the global portfolios means Equilibrium can offer its clients a mix of local and global funds. Fund manager views The Sarasin Global Dividend fund picks stocks from the same buy list as the firm’s thematic equity strategy. Industry insights The Manager of the Year awards are based on the risk-adjusted performance of a manager’s suite of qualifying unit trust funds over five years, as determined by the PlexCrown Fund Rating system. Specials Fix The Future

The Rozendal Global fund explains its major contrarian calls (1) The Rozendal Global fund explains its major contrarian calls (2)

RUAN JOOSTE, CITYWIRE SOUTH AFRICA

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Compared to its benchmark, the fund has significant exposure to emerging markets, Europe and the UK but limited exposure to mega-cap US tech stocks.

The Rozendal Global fund explains its major contrarian calls (3)

By Ruan Jooste

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Rozendal Partners Global fund, which is a fully flexible, long-only portfolio, has far greater exposure to emerging markets, Europe, and the UK than its benchmark.

The fund, which is available in South Africa as the Rozendal Global Prescient feeder fund, also has limited exposure to mega-cap US tech stocks.

By the end of December 2023, the Rozendal Partners Global fund’s B class in US dollars delivered an annualised return of 8.3% since its inception in January 2020, compared to 8.2% for its benchmark, the FTSE Global All Cap Total Return index. That index is similar to the MSCI All Country World index, with the former including small caps, whereas the latter does not.

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12/135 in Mixed Assets - Flexible ZAR (Performance over 3 years)

Average total return:

54.67%

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