Category Investments

36ONE Fund is SA's Top Unit Trust performer

28 February 2012 36ONE Fund

The 36ONE Flexible Opportunity Fund has emerged as the top performing unit trust fund in South Africa for the three years ended 31 December 2011, according to data from MoneyMate, the specialist unit trust data information provider.

The 36ONE Flexible Opportunity Fund, which aims to provide investors with significant capital growth, delivered performance returns in excess of 100%. Moreover, the fund’s performance returns have more than trebled since its launch in September 2005.

This award-winning fund focuses on locally listed companies, especially strong companies undervalued by the market. It invests across the full spectrum, with it’s main focus being liquid stocks.

Says Steven Liptz, co-founder and director at independent investment manager, 36ONE Asset Management, “The Flexible Opportunity Fund’s strong performance over the past six years is a vindication of our investment approach, which blends a top-down macro-economic perspective with a bottom-up, fundamental-driven approach to stock picking”.

“Our team of analysts is disciplined, dedicated and passionate. The 36ONE Flexible Opportunity Fund held four of the top five top-performing shares on the JSE for 2011 and eight of the top 10, showing that our team is able to choose the right shares and the right industry sectors at the right time to deliver superior returns for our investors.”

The 36ONE investment philosophy emphasises the importance of knowing each company and its management to guide investment decisions.

36ONE is an owner-managed, boutique investment firm that manages R4.5 billion in investors’ funds across two unit trust funds, three hedge funds, and segregated accounts. Liptz says that the flexibility and nimbleness that comes with being a mid-sized operation is another reason that 36ONE is able to provide consistently good returns across its funds.

“We do not intend to grow into a huge operation and will cap and close all of our funds before they get too big,” he adds. “This will allow us to stay focused on the best investment opportunities for the funds under our management.”

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