Emerging Asset Manager Survey Listed Investments - November 2020

We are excited to announce the introduction of the following Motswedi Multi-managers products into the monthly survey.

Motswedi Equity portfolio - into the Capped SWIX category
Motswedi Global Balanced portfolio - into the Global Multi-Asset (Regulation 28)

What did you take away from 2020…?

I believe that 2020 has taught us all many things, most importantly, it has taught us how to get things done in the face of adversity, in the face of insurmountable odds, in the face of paralysis of the status quo.

Lets build on this resilience into 2021, it is time to be brave.!

Motswedi believe that True Transformation entails applying your mind to the purpose of your Funds existence in a South African context and the role your Fund can play in meaningfully Transforming the financial services industry and beyond.

Survey commentary

The ALSI delivered a total return of 10.5% for the month of November 2020, its best monthly performance since April 2020. The SAPY (property index) delivered a total return 17.5% in November 2020 and the Bond index, the ALBI, returning 3.3%.

Over the past 11 months to end November 2020, Bonds were the best performing asset class with a return of 6.1%.

In the SA Equity Capped SWIX category, the newly introduced Motswedi Equity portfolio delivered a category topping return over the one year to end November 2020, a period in which most managers struggled against the Mainstream Median. Over three years, Argon, Aluwani and Kagiso delivered the top returns.

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