Smart Alpha is an investment strategy that combines the best of the various techniques available to investment managers to optimise excess returns whilst ensuring diversified exposure to various risk factors.
By taking a diverse range of risks, the Smart Alpha strategies aim to consistently give excess return above the recognised market benchmarks (Alpha describes manager capability or skill that generates excess return).
This differentiates Absa Alternative Asset Management as most asset managers rely on a singular risk factor in attempting to deliver returns above the benchmark.
We’ve launched these smart new unit trust funds to the retail market
that were previously only available to institutional investors.
Takes advantage of mispricing of RSA government issued bonds across the yield curve. The fund provides an alternative to credit enhanced yield cash funds and has no lock-in period.
This fund is designed to meet dual investor objectives of attractive long term real returns and limited shorter term capital loss. It is focused on preserving capital and providing inflation-beating returns through significant exposure to equity markets.
Take full advantage of several excess return drives from a bottom up perspective – all designed to give excess return above the market recognised benchmarks. This fund mandate will allow a wide investment universe.
This fund aims to provide investors with sustainable capital growth over the medium- to long term. It uses a number of investment styles, including Momentum, Defensive and Value with the aim of out-performing the benchmark index.
This fund takes advantage of a value proposition to generate excess return in the listed property market. Excess managers have successfully made use of a value methodology in an attempt to outperformance market capitalisation weighted indices.