Wealth and Investment Management
Why Smart Alpha?

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.

 

Smart investments

We’ve launched these smart new unit trust funds to the retail market
that were previously only available to institutional investors.

Absa Smart Alpha
Income Fund

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.

Industry category
SA – Interest Bearing
- Variable Term
Minimum lump sum
R2 000
Minimum monthly sum
R200
Risk profile
Low-Medium
Advisable minimum term
6 months +

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Absa Wealth
Preserver Plus
Fund

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.

Industry category
SA – Multi Asset
– High Equity
Minimum lump sum
R2 000
Minimum monthly sum
R200
Risk profile
Medium
Advisable minimum term
2 years +

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Absa Smart Alpha
Flexible Balanced
Fund

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.

Industry category
SA – Multi Asset
– High Equity
Minimum lump sum
R2 000
Minimum monthly sum
R200
Risk profile
High
Advisable minimum term
5 years +

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Absa Smart Alpha
Equity Fund

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.

Industry category
SA – Equity
– General
Minimum lump sum
R2 000
Minimum monthly sum
R200
Risk profile
High
Advisable minimum term
5 years +

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Absa Smart Alpha
Property Fund

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.

Industry category
SA – Real Estate
– General
Minimum lump sum
R2 000
Minimum monthly sum
R200
Risk profile
Medium-High
Advisable minimum term
3 years +

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Contact us

If you are new to Unit Trusts or have any enquiries, call us on:

0860 111 456

Or email: unittrust@absa.co.za

 
Strive for the exceptional. Prosper.

About us

We believe that while it is important to dream, it is equally critical to have a sound plan to see that dream come true.

Overview Our value proposition Our approach Management committee Awards and accolades

Wealth Management

As a full service investment provider, Wealth Management offers retirement solutions, unit trusts, online share trading and portfolio management services.

Wealth Stockbrokers Unit Trusts Linked Investments Private Clients Portfolios

Investment Management

We offer corporate clients, pension and provident funds, trusts, medical aids and rehabilitation funds solutions through our institutional Asset Management and Multi Management services

Asset Management Multi Management Alternative Asset Management