Volantis vision statement

Our vision is to be universally recognised in Africa as a leading investment management firm, admired for consistently meeting our client’s investment goals in a repeatable and sustainable manner.

We set the pace

Our aim is to deliver long-term investment returns in a sustainable and consistent manner

Factsheets
OUR PRODUCTS
exceeding expectations
Fund Description: The Volantis Money Market Fund is a discretionary fund that targets a high cash return through a well-balanced and actively managed mix of short-term interest-bearing investments.
Benchmark: STeFI Composite Index
Duration risk: 90 days | 180 days | 270 days | 365 days
Credit risk: Low
Compliance: Regulation 28 | CISCA
financial service
Money Market
Fund Description: The Volantis Income Fund is a discretionary fund that seeks to deliver excess return through an actively managed blend of interest rate and credit exposure. The Funds asset allocation mix caters for diversity, reasonable yield enhancement, moderate liquidity and low interest rate volatility.
Benchmark: 110% STeFI Composite Index | 1-3 Year JSE Al Bond Index
Duration risk: Low
Credit risk: Low
Compliance: Regulation 28 | CISCA
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Income
Fund Description: The Volantis Core Bond Fund is a discretionary fund that aims to deliver excess return through a blend of active interest rate asset allocation, yield curve positioning, and moderate domestic credit exposure.
Benchmark: JSE All Bond Index (ALBI)
Duration risk: High
Credit risk: Moderate
Compliance: Regulation 28 | CISCA
atomic-structure
Nominal Bonds Active & Passive
Fund Description: The Volantis Inflation-Linked Bond (ILB) Fund is a discretionary fund that aims to deliver excess real returns through a blend of active interest rate asset allocation, yield curve positioning, and moderate domestic credit exposure.
Benchmark: JSE Inflation-Linked Government Bond Index (IGOV)
Duration risk: High
Credit risk: Moderate
Compliance: Regulation 28 | CISCA
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Inflation Linked Bonds
Fund Description: The Volantis Interest Rate Asset Allocation Fund is a discretionary fund that aims to deliver consistent real returns through active interest rate asset allocation and yield curve positioning across the underlying interest-bearing asset classes.
Benchmark: Composite Benchmark comprised of 7.5% STeFI, 62.5% JSE ALBI, 30% JSE IGOV
Duration risk: High
Credit risk: Low
Compliance: Regulation 28 | CISCA
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Flexible Bond
Fund Description: Volantis’ suite of Specialized Credit funds cater to investors seeking diversified, yield enhanced credit exposure with low interest rate volatility. Fund credit quality is tailored to cater for client’s specific needs and risk tolerance
Benchmark: STeFI Composite Index
Duration risk: Low
Credit risk: Moderate – High
Compliance: Regulation 28 | CISCA
market-analysis (1)
Investment Grade & High Yield Credit
Fund Description: The Volantis Infrastructure & Energy Fund is a Socially Responsible Investment (SRI) vehicle that seeks to make investment that facilitate infrastructure, social, environmental, and economic development in South Africa.
Benchmark: STeFI Composite Index | JSE All Bond Index | JSE Inflation-Linked Bond Index
Duration risk: Low – High
Credit risk: Moderate – High
Compliance: Regulation 28 | CISCA
infra (1)
Infrastructure & Energy
Fund Description: The Volantis Africa Debt Fund is a discretionary fund that provides investors with exposure to Financial Services debt in the African fixed income market.
Duration risk: Moderate
Credit risk: High
return-on-investment
Africa Debt Fund Financial Services
NEWS & INSIGHTS

Our alpha generating capabilities: Interest Rates & Credit share fundamental research and information that is relevant to the fixed income market.

Technology

Technology is central to how we do things at Volantis Capital. Advanced computing processing, big data & in-house built algorithms allows us to infuse cutting edge innovation into our investment process.

ESG

We subscribe to responsible investment practices and place ESG factors at the forefront of our decision-making. We do this by only allocating capital to entities that adhere to ethical and sustainable business practices.

CSI Initiatives

Sustainable Development Goals formed the basis upon which the Volantis CSI Programme was established. We drive and achieve impact through the Volantis Graduate Programme as well as our various strategic partnerships.