Renaissance Funds



Renaissance Wealth Management (UK) Limited in partnership with Momentum Mutual Fund ICC Limited, is authorised to promote the Renaissance Global Best Ideas Fund IC Limited and Renaissance Global Flexible Fund IC Limited. Both funds are registered in and regulated in Guernsey. The Renaissance Global Best Ideas Fund IC Limited is also approved and regulated by the Financial Sector Conduct Authority in South Africa.

For more information on the structure of these Funds, please see the Momentum Mutual Fund ICC Limited Prospectus.


Renaissance Global Best Ideas Fund IC Limited:

The Renaissance Global Best Ideas Fund IC Limited is a multi-asset fund that aims to provide investors with capital growth over the medium to long term (3 to 5 years) through investments in a diverse range of global asset classes and currencies. The Fund aims for a return in excess of a composite benchmark, made up of 60% MSCI World Index and 40% JP Morgan Global Government Bond Index.

The Fund aims to achieve its investment objective by investing globally, primarily via other collective investment schemes in a wide range of asset classes including cash, fixed income, equities, property, commodities and asset allocation portfolios. The Fund may also invest in transferable securities which are classes of investments that are negotiable on a capital market such as (but not limited to) shares in companies or bond investments.

The Base Currency of the Fund is US Dollars, however, the investments of the Fund may be denominated in various currencies other than US Dollars and the GBP Shares are priced and valued in Pounds Sterling. Accordingly, the Fund has multiple currency exposures and such exposures may be hedged, although the Sub-Investment Manager is under no obligation to do so.


Renaissance Global Flexible Fund IC Limited:

The Renaissance Global Flexible Fund IC Limited is a multi-asset fund that invests predominantly in equities and equity focused collective investment schemes with an emphasis on capital growth. The Fund may also invest into a range of growth asset classes and derivative instruments, hence some degree of volatility is to be expected. The Fund aims for a return in excess of a composite benchmark, made up of 90% MSCI World Index and 10% three-month USD LIBOR, over the medium to long term (3 to 5 years).

The Fund aims to achieve its investment objective by investing primarily in participatory interest of underlying portfolios of collective investment schemes or other similar schemes that primarily provide exposure to equity investments and other growth asset classes across all market sectors.

The Fund may also invest in a broad range of asset classes including, global equities, exchange traded funds, alternatives, property, commodities, corporate and government bonds, money market instruments, cash and near cash. The Flexible asset allocation model will however mean that some of the aforementioned asset classes may not exist in the investment portfolio at all times. The Fund may also invest in forward foreign currency exchange contracts and other derivatives (such as futures and options) for efficient portfolio management and for investment purposes.

For more information about the Funds please see the Fund Minimum Supplement Disclosure Documents

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