• Cadiz Money Market Fund

    A top performing money market fund

    Earn a higher return than a bank account or term deposit

    Low annual management fee (0.29% incl. VAT)

    Ideal as a temporary low risk ‘parking bay’ or phasing-in vehicle

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  • Cadiz Absolute Yield Fund

    Aims to provide a return of inflation plus 3% over rolling 3 year period and no negative returns over a rolling 12 month period

    Winning 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

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  • Cadiz Stable 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

    Active asset allocation with carefully managed equity stock selection

    Regulation 28 compliant

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  • Cadiz Property Income

    Earn a tax-efficient, monthly annuity income that can increase each year and potentially earn capital growth from a carefully selected property portfolio.

    Benefits

    • Provides a monthly income that can increase annually
    • Protect your investment against inflation
    • Growth potential from property
    • Minimise tax on your income

     

  • Cadiz Balanced Fund (formerly known as the 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 complaint

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  • Cadiz Worldwide Flexible Fund

    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

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  • Cadiz Equity 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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