Truffle Asset Management

Looking for a solution that provides a relatively high income return while also seeking to grow capital over the medium term? The Truffle SCI* Enhanced Income Fund is an actively managed multi-asset income fund that invests in a range of fixed income instruments with the flexibility to invest in equity, preference shares, listed property and offshore assets. 💰 Fund Size: R520 million ⚠️ Risk Profile: Conservative-Cautious ⏳ Ideal Investment Horizon: 2-3 years Explore how this fund can fit into your portfolio by learning more on our website: https://lnkd.in/gap3yEtb  . . . #TruffleAssetManagement #investmentmanagement #incomefund #unittrust #fixedincome *SCI - Sanlam Collective Investments

Positive Outlook for SA The outlook for SA GDP growth over the next year is finally improving! While the consumer remains under pressure, lower inflation is already supporting a rise in retail sales.  Additionally, interest rate cuts, real wage growth and the introduction of the two-pot retirement reform will provide relief to consumer wallets. With South Africans shopping, the additional tax revenue should help buffer any shortfall for this fiscal year. ~ INVEST IN THE VALUE OF EXPERIENCE www.truffle.co.za #TruffleAssetManagement #thevalueofexperience #SAOutlook #Macroeconomics #inflation #twopot #SAGDP

Our fund factsheets for September 2024 have been published.  Visit https://lnkd.in/dCgE6PwG to view or download them. #TruffleAssetManagement #MDDs #factsheets #investmentperformance #investmentmanagement #localequity #globalequity #fixedincome

#IMGPortfolio | Truffle Asset Management Truffle Asset Management is a specialist, independent investment manager with a strong track record of delivering consistent and sustainable returns. Their investment philosophy is driven by a deep understanding of market dynamics and an agile decision-making approach that allows them to act swiftly on favourable opportunities.   The team of seasoned professionals led by Iain Power and a client-focused ethos take pride in building long-term relationships and aligning their interests with those of their investors. Invest in the value of experience.   Discover more about their unique approach and award-winning strategies: 👉🏽 Visit www.truffle.co.za. . . . #IMG #InvestmentManagersGroup #Truffle #TruffleAssetManagement #AssetManagement #investmentmanagement #IMGaffiliate Momentum Investments

Adding Value to Income Managing fixed income strategies through changing market cycles requires a deep understanding of the relative risk and return across differing fixed income securities. In the current environment, inflation-linked bonds provide an attractive opportunity to investors seeking real returns while hedging inflation.   Truffle Portfolio Manager Raihan Allie, CFA, offers insights into the opportunities in the fixed income universe and highlights how we are positioning our funds to capitalise on this dynamic market. To read more>> https://lnkd.in/dsYAHqjp #TruffleAssetManagement #InvestmentInsights #FixedIncome #unitrust #MultiAsset MoneyMarketing SA *SCI - Sanlam Collective Investments

Looking for a solution that provides higher income yields while preserving your capital? The Truffle SCI* Income Plus Fund is designed to offer conservative investors a way to achieve income-focused growth by investing in a diversified range of South African fixed-income securities. 🔹 Fund Size: R1.31 billion (as at 30 Sept 2024) 🔹 Risk Profile: Conservative 🔹 Ideal Investment Horizon: 1-2 years Explore how this fund can fit into your portfolio by learning more on our website: https://lnkd.in/dN9btWx4 #TruffleAssetManagement #investmentmanagement #incomefund #unittrust #fixedincome *SCI - Sanlam Collective Investments

Celebrating the #DayoftheGirl 👩🏼🎓👩🏻🎓👩🏽🎓👩🏾🎓👩🏿🎓 We were thrilled to welcome five bright young women from Realogile Secondary School in Alexandra for a hands-on experience at Truffle Asset Management's Johannesburg office. These ambitious learners, all pursuing maths and business-focused matric studies, spent the day immersed in asset management, exploring career opportunities in the financial services industry. Our dynamic Head of Institutional Business Development, Thandi Zwambila, CFA ®, led insightful sessions shedding light on the diverse roles within the industry and the pathways to success. The girls also had the chance to connect with various members of the Truffle team, engaging in open discussions, asking questions, and receiving invaluable advice for their futures. Thank you to the CFA Society South Africa for making this opportunity possible! Truffle is proud to play a role in empowering young South African women and contributing to the transformation of our industry. 🌱✨ #DayoftheGirl #FutureLeaders #EmpoweringYouth #WomenInFinance #FinancialServices #Transformation

Meet our new team member: Mark Narramore, CFA! We’re pleased to announce that Mark has joined the Truffle team as an Equity Analyst. With his extensive experience as a Head of Research in his previous role and a solid background covering both local and global sectors—from telcos to mining stocks—Mark brings a wealth of knowledge to our investment process.    But there’s more to Mark than just his impressive track record in research and investment. Outside of work, he’s an outdoor enthusiast who loves mountain biking, trail running, and catching waves whenever possible. At home, he’s kept on his toes by his two-year-old twins—proving his endurance isn’t limited to the trails! Mark earned a B.Com in Investment Management from Stellenbosch University and is a CFA charterholder.   Welcome, Mark! We’re excited to see the impact your insights and expertise will bring to Truffle. #TruffleAssetManagement #Truffleteam #culture #equityanalyst #localequity

Q3 Economic Commentary With only one quarter left in 2024, the US economy, while slowing, remains remarkably resilient. On the other hand, China is struggling despite stimulus measures that have provided a short-term boost. Locally, the growth outlook for South Africa is looking significantly brighter, with markets continuing to rise on positive local sentiment. Read more >> https://lnkd.in/gUZmpgxf  #TruffleAssetManagement #investmentmanagement  #macrooutlook #economiccommentary 

What opportunities lie within fixed income today? With heightened market volatility and interest rate uncertainty, navigating the fixed income space is both challenging and rewarding. Raihan Allie, CFA, Truffle’s Fixed Income Portfolio Manager, unpacks his insights on the current environment in this month's edition of MoneyMarketing SA and reveals what’s possible when you invest in our one-year-old Truffle SCI Enhanced Income Fund. Read the full article here: https://lnkd.in/dsYAHqjp *SCI - Sanlam Collective Investments #TruffleAssetManagement #InvestmentInsights #FixedIncome #EnhancedIncome #MultiAsset