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ALUWANI Capital Partners

1

Regulation 29 and 30

2

Long, established track record

3

Tailor-made solutions

OUR APPROACH

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

RISK ADJUSTED 
RETURNS CAN 
BE MAXIMISED

CONSISTENT 
ALPHA 
THAT 
COMPOUNDS 
OVER TIME

COMPETITIVE 
ACTIVE RETURN 
IN A PREDICTABLE 
FASHION

BROAD 
DIVERSIFICATION 
OF RISK WILL 
GENERATE 
CONSISTENT 
PERFORMANCE

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.

ALUWANI CORE MONEY MARKET FUND
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ALUWANI FLEXIBLE INCOME FUND
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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

EQUITIES

We seek to provide sustainable risk adjusted returns over the long term.

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FIXED INCOME

We seek to provide sustainable risk adjusted returns over the long term.

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MULTI-ASSET

We seek to provide sustainable risk adjusted returns over the long term.

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