BETA FUNDS
Our index based funds use a range of innovative dynamic beta strategies to deliver a high-value approach to investing in either the equity or fixed-income markets. The portfolio construction methodology and rigourous cost management consistently provides above average performance.
Clade Equity
This fund has outperformed the FTSE JSE ALSI 40 post fees since inception, by selecting stocks on the basis of cash flows, rather than market capitalisation.
Clade Bond
This is a South African government bond ETF, or Exchange Traded Fund. The fund tracks the South African Government Bond Index with had a tracking error of close to zero since inception, making it one of the most efficient Bond ETFs globally.
DYNAMIC FUNDS
Investors in our Dynamic Funds can choose between equity, fixed income or a blended portfolio, both onshore and internationally. Our funds benefit from the highest possible levels of diversification, and employ simple, robust volatility-reducing strategies to limit the bumps.
Clade Managed Equity
This fund has been the best-performing equity fund in South Africa since inception in 2008. The Clade Managed Equity Fund creates alpha through reducing risk and volatility.
Clade Balanced
The Clade Balanced optimises reward versus risk through allocating investments between fixed income and equities. The macroeconomic strategy employed by the manager ensures that our investors have a stable return, with a holistic view to wealth creation.
Global Absolute
Our flagship international offering is a global macroeconomic fund which has consistently delivered superior returns to our investors. Since its inception, Global Absolute has been the top performing fund in its class in South Africa.
STRUCTURED PRODUCTS
Clade offers a range of bespoke structured solutions to meet our client's investment needs. Please call us to discuss ideas.