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Cadiz Unit Trust Funds
Money Market	5.69%	—	0.00%
Absolute Yield Fund	108.19		0.06%
Managed Flexible Fund	148.90		0.11%
Equity Ladder Fund	218.45		0.06%
Inflation Plus Fund	141.79		0.01%
Mastermind Fund	171.73		0.12%
Source: Morningstar	Data delayed 15 mins

Unit Trusts

Our unit trust funds reflect Cadiz Asset Management's unique strengths in quantitative methods and risk management, and its fundamental value investment philosophy.

Cadiz Money Market Fund

Top performing money market fund - only money market fund with an overall 5 star Morningstar rating
Earn a higher return than a bank account or term deposit
Low annual management fee (0.25% excl. VAT)
Ideal as a temporary low risk 'parking bay' or phasing-in vehicle

Cadiz Absolute Yield Fund

Aims to provide a return of inflation plus 3% over rolling 3 year periods and no negative returns over a rolling 12 month period
Winner of consecutive Morningstar Fund Awards (2010, 2011)
For more conservative investors who would like more consistent returns than an income fund
Provides access to a broad range of fixed interest instruments

Cadiz Managed Flexible Fund

South African Balanced Fund of the Year
A one-stop solution that does the asset allocation for you
Provides a balance between capital growth and income
Diversified exposure to the equity and fixed interest markets
Regulation 28 compliant

Cadiz Inflation Plus Fund

Aims to provide a return of inflation plus 5% over rolling 3 year periods and no negative returns over, rolling 12 month period
Active asset allocation with carefully managed equity stock selection
Winner of Morningstar Fund Award 2011

Cadiz Equity Ladder Fund

Unlimited exposure to positive equity market growth and some protection from market falls
Equity-like returns while targeting capital preservation
The benefits of Cadiz's unrivalled derivatives track record

Cadiz Mastermind Fund

Invests in 'value' opportunities in the equity market
Bottom-up stock selection
Aims to provide a high level of dividend income
Maximises capital growth over the long term

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Unit Trust Annual Report

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Unit Trust Income Distributions

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