GRYPHON’S FUNDS

Gryphon Core Managed Fund

The primary objective of this fund is to consistently out-perform the average SA Multi Asset High Equity portfolio.
The funds’ asset allocation is driven by a quantitative process and the underlying asset class will be via broad market exposure, i.e. there is no active stock selection.

The recommended investment term is three years and longer.
The portfolio complies with the statutory investment limits set for retirement funds (Regulation 28).

  • Investors seeking balanced, well-diversified exposure across local and global asset classes.
  • Investors with a longer-term investment horizon looking for inflation-beating returns.
  • Investors that may not have the time, infrastructure, resources, or investment expertise to monitor and transition between:
    • Different asset classes, i.e. asset allocation.
    • Individual stocks, i.e. stock selection.
    • Individual active asset managers, i.e. manager selection.
  • Investors who recognize the negative impact of high costs and emotional biases on investment returns.
  • Investors seeking diversification across asset classes while avoiding capital gains tax events when adjusting exposure, as rebalancing and asset class shifts occur within the fund.

Portfolio Managers: Reuben Beelders, Casparus Treurnicht & Ruan Goosen
Benchmark: ASISA Multi Asset High Equity Average

Fees (Incl. VAT):

  • ​Initial fee: 0%
  • Annual Management Fee Fund A: 0.92% (Incl. VAT)

Minimum lump sum | R2,000
Minimum debit order | R200 p.m.

  • With asset allocation consistently diversified across all major asset classes and indexation products used to manage exposure, this fund is designed to deliver strong, long-term returns.
  • The fund’s rules-based approach eliminates emotional biases from the investment process and enhances performance using indexation products.
  • Asset allocation is done using a sampling methodology based on the asset allocation of the sector.
  • The fund offers enhanced liquidity as the result of indexed exposure to the underlying asset classes, making its performance scalable and sustainable regardless of fund size.
  • The fund is Regulation 28 compliant – it can invest up to 75% in equities, local and international, and the total foreign exposure is as per prevailing legislation, currently 45%

Why invest?

Rainy days, exotic holidays, fancy cars, fairy-tale weddings – for most of us, these things are not going to happen unless we make it happen. To do any of this, we need to have money saved to pay for it – debt quickly turns into a dream-stealer we need to avoid.

Different types of funds

  • Cash funds give you the most predictable return,
    but probably won’t surprise you on the upside.
  • Multi asset funds move your assets between classes
    on your behalf – much like a shock absorber.
  • Index trackers follow the markets, they’re cheap
    as chips and can be just as satisfying.

Which fund?

Understanding how comfortable you are with risk can lead you in the right direction.

Ask yourself:

  • How long can I leave the money without touching it?
  • How much can I afford to save every month?
  • Could I add lump sums now and again?
  • How twitchy will I get if my value goes down?

Tools ‘n things

Playing around with the numbers can help you understand our funds a little better and can go a long way in helping you make your investment decisions. You know what they say: “The best way to learn is to do”.

Now what?

You’ve made the commitment to save and decided on a fund – the hard part is over! Now for the paperwork. Don’t despair – it’s easier than getting a driver’s licence, and we are here to walk you through the process, from the beginning until the very end.

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