Investment Capabilities

Medical Funds

Medical Funds

Our Approach

Our robust and diversified portfolio construction process will ensure sustainable active returns at more than acceptable risk levels.

MEDICAL FUNDS

Our medical funds are designed to meet liquidity requirements and specific regulatory stipulations of medical schemes. Given our building block approach to managing multi-asset class funds, we are able to tailor make relevant solutions to meet the various investment objectives.

ALUWANI offers fixed income products that cater to liquidity and capital preservation needs of medical schemes. The funds have a low to medium risk profile and seek to provide a competitive yield without compromising on liquidity and capital preservation. The investment strategy places emphasis on risk management through a keen focus on asset allocation, diversification of credit risk, fixed income relative value strategies, liquidity and management of interest rate risk.

We further offer a specialist equity fund which can be blended as part of the investor’s overall investment strategy.

Regulation 29 and 30 of the Medical Schemes Act 131 of 1998 sets out the limits that govern the investments held by medical aid schemes and aims to ensure that medical aid schemes adhere to principles of diversification and prudent investments, as well as have sufficient liquidity to meet the claims as they arise



ALUWANI Core Market Fund: Download Fact Sheet

ALUWANI Flexible Income Fund: Download Fact Sheet

Contact Us

ALUWANI Conflicts of Interest Management Policy  |  Complaints Resolution Policy  |  Collective Investment Schemes Disclosures  |  Treating Customers Fairly Policy
Copyright © ALUWANI Capital Partners (Pty) Ltd. 2016 Reg no. 2015/112266/07 | An authorised financial service provider (license no. 46196)