36ONE Asset Management (Pty) Ltd

36ONE Asset Management (Pty) Ltd

36ONE is an asset management company with an a +15-year track record of exceptional performance. The firm was founded in 2004 by Cy Jacobs and Steven Liptz and has in excess of R30 billion in assets under management. 36ONE manages unit trusts, hedge funds and segregated mandates for a broad range of clients which includes private clients, financial advisors and institutions (both local and international).

Our investment approach is centred on the principle that the market does not efficiently price securities at all times. We therefore believe that stock selection through bottom-up fundamental analysis can outperform over time. With single-minded focus, the team continues to deliver outstanding performance and exceptional service. Despite rapid growth, 36ONE remains small enough to maintain its flexible and agile investment approach.

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MDDs

Minimum Disclosure Document Date: 31 December 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
36ONE BCI Equity Fund (A) MNTR 1080.98 22 January 2025 pdf
36ONE BCI Flexible Opportunity Fund (A) MNFO 1036.39 22 January 2025 pdf
36ONE BCI Global Equity Feeder Fund (A) 36FNDA 167.09 22 January 2025 pdf
36ONE BCI SA Equity Fund (C) BCSEC 239.83 22 January 2025 pdf

Awards

Best South Africa Equity Fund - 2024 Morningstar Awards

Best SA General Equity Manager 2024 - INN8 Invest Diamond Awards

Best SA Multi Asset High Equity Manager 2024 - INN8 Invest Diamond Awards