Rebalance Fund Managers (Pty) Ltd

Rebalance Fund Managers (Pty) Ltd

Our Investment Beliefs

The Rebalance business and investment philosophy is centered around our clients. Our belief is that an investment philosophy should start at client level with the financial advisor and build up to portfolio level with the investment manager.

We Are

Specializing in an optimal, managed solution, coupled with excellent client service. For this reason, we are not reinventing the wheel but rather partnering with various Financial Service Providers to assist with optimal client service. There is an existing trust relationship between the client and his financial advisor.

Our goal is to build and add to this by way of our asset consulting, portfolio and retirement fund management skills and products. The Rebalance skills and products are aimed at providing financial advisors with a total solution from specialist client support to investment management.

MDDs

Minimum Disclosure Document Date: 31 December 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Rebalance BCI Balanced Fund of Funds (A) RBIP5 157.51 22 January 2025 pdf
Rebalance BCI Cautious Fund of Funds (A) RBIP3 134.80 22 January 2025 pdf
Rebalance BCI Real Income Fund (A) RBRIFA 108.23 22 January 2025 pdf
Rebalance BCI Worldwide Flexible Fund of Funds (A) RBIP7 194.24 22 January 2025 pdf