Appleton

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Warwick

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Cadiz

The Cadiz Asset Management Investment Approach.

Cadiz focuses on managing investment risk.

This is important as permanent capital loss is the enemy of compound growth.

They believe that good businesses have the natural tendency to grow their value over time and protecting capital leaves a larger capital base to deliver good long-term real returns.

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Appleton

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Warwick

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Cadiz

CADIZ BCI MONEY MARKET FUND – A top quartile performing money market fund over 1, 2, 3, 5, 7 and 10 years and the number one ranked money market fund over 1, 5, 7 years and 10 years with an annualised yield of 7.63% from inception.

Source: Morningstar
Performance reported for A Class net of fees in ZAR as at 30/09/2020 (ASISA) South African IB Money Market, Inception: 01/03/2006
Annualised return is the weighted compound growth rate over the period measured
Benchmark: STeFI Composite ZAR, Category Rank is against the (ASISA) South African IB Money Market Category Highest Annual Return 7.96%; Lowest Annual

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Appleton

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Warwick

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Appleton

Client service is often spoken about, but seldom practiced. At Appleton we practice and perfect client service every day. It is our core competence as the Fiduciary Specialists.

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Cadiz

CADIZ BCI MONEY MARKET FUND – A top quartile performing money market fund over 1, 2, 3, 5, 7 and 10 years and the number one ranked money market fund over 1, 5, 7 years and 10 years with an annualised yield of 7.63% from inception.


Source: Morningstar
Performance reported for A Class net of fees in ZAR as at 30/09/2020 (ASISA) South African IB Money Market, Inception: 01/03/2006
Annualised return is the weighted compound growth rate over the period measured
Benchmark: STeFI Composite ZAR, Category Rank is against the (ASISA) South African IB Money Market Category Highest Annual Return 7.96%; LowestAnnual Return 5.58%

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