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: 30 April 2025

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document