Truffle Asset Management

#fundsnapshot Are you looking for higher yields than traditional money market investments without taking unnecessary risk? The 𝗧𝗿𝘂𝗳𝗳𝗹𝗲 𝗦𝗖𝗜* 𝗜𝗻𝗰𝗼𝗺𝗲 𝗣𝗹𝘂𝘀 𝗙𝘂𝗻𝗱 is designed for investors who need a conservative, short-term solution that prioritises capital preservation and steady returns. 𝗥𝗮𝗴𝗶𝗻𝗴 𝗕𝘂𝗹𝗹 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗲 𝗪𝗶𝗻𝗻𝗲𝗿 𝟮𝟬𝟮𝟰 – a testament to our expertise in navigating income markets effectively. https://lnkd.in/dN9btWx4 𝗜𝗡𝗩𝗘𝗦𝗧 𝗜𝗡 𝗧𝗛𝗘 𝗩𝗔𝗟𝗨𝗘 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘. . . . Full details and basis of the award are available on request. *SCI - Sanlam Collective Investments #Truffle #assetmanagement #investmentmanagement #SAFixedIncome #ragingbullawards

The period of predictable, low-cost Yen appears to be over. Could there be an opportunity for Japan to reclaim its status as an attractive investment destination? A position it hasn’t held in over 35 years. Raihan Allie, CFA, Fixed Income portfolio manager at Truffle, shares some interesting insights on Japan’s widowmaker trade and how we could be at the end of an era. #Truffle #assetmanagement #investmentmanagement #FixedIncome #japan #inflation

𝗦𝘁𝗮𝘆𝗶𝗻𝗴 𝗴𝗿𝗼𝘂𝗻𝗱𝗲𝗱 𝘁𝗼 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝘀𝘂𝗰𝗰𝗲𝘀𝘀  In the latest edition of MoneyMarketing SA, Truffle’s co-founder, Hannes van der Westhuyzen, delves into key attributes of Truffle's success over the past 17 years! Read more >>  https://lnkd.in/dP4exuNF   truffle.co.za 𝗜𝗡𝗩𝗘𝗦𝗧 𝗜𝗡 𝗧𝗛𝗘 𝗩𝗔𝗟𝗨𝗘 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘. . . . #Truffle #assetmanagement #investmentmanagement #SAFixedIncome #2025outlook #SouthAfrica

Our fund factsheets for January 2025 have been published.  Visit https://lnkd.in/dCgE6PwG to view or download them.  . . . #TruffleAssetManagement #MDDs #factsheets #investmentperformance #investmentmanagement #localequity #globalequity #fixedincome

𝗥𝗮𝗴𝗶𝗻𝗴 𝗕𝘂𝗹𝗹 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 We’re proud to announce that the 𝗧𝗿𝘂𝗳𝗳𝗹𝗲 𝗦𝗖𝗜 𝗜𝗻𝗰𝗼𝗺𝗲 𝗣𝗹𝘂𝘀 𝗙𝘂𝗻𝗱 has been awarded the Certificate for Straight Performance over 3-years in the 𝗕𝗲𝘀𝘁 𝗦𝗔 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁-𝗕𝗲𝗮𝗿𝗶𝗻𝗴 𝗦𝗵𝗼𝗿𝘁-𝗧𝗲𝗿𝗺 𝗙𝘂𝗻𝗱 category! This achievement reflects the dedication and expertise of our fixed-income team led by Hannes van der Westhuyzen and Raihan Allie, CFA. Their commitment to delivering consistent, high-quality investment performance continues to set us apart. truffle.co.za 𝗜𝗡𝗩𝗘𝗦𝗧 𝗜𝗡 𝗧𝗛𝗘 𝗩𝗔𝗟𝗨𝗘 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘. . . . #Truffle #AssetManagement #InvestmentManagement #RagingBullAwards2025 #FixedIncome Truffle Asset Management (Pty) Ltd, registration number 2008/009740/07, is authorised as a Category I and II FSP (FSP No. 36584). Sanlam Collective Investments (RF) (Pty) Ltd is a registered and approved Manager under the Collective Investment Schemes Control Act. The fund’s full registered name is Truffle Sanlam Collective Investments Income Plus Fund. Raging Bull certificate awarded in 2025, Best South African Interest-Bearing Short-Term Fund, straight performance over 3 years. Full details of the awards are available from the Manager.

𝗪𝗶𝗹𝗹 𝗦𝗔 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗧𝗵𝗿𝗶𝘃𝗲 𝗶𝗻 ’𝟮𝟱? SA property has outperformed as the top local asset class for two consecutive years. But can it sustain its winning streak? Our property analyst, Pranita Daya CA (SA), shares her expert insights on what lies ahead for the sector. 📖 Read more: https://lnkd.in/dp6Q9WJB truffle.co.za 𝗜𝗡𝗩𝗘𝗦𝗧 𝗜𝗡 𝗧𝗛𝗘 𝗩𝗔𝗟𝗨𝗘 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘. . . . #Truffle #AssetManagement #InvestmentManagement #SAProperty #2025Outlook #SouthAfrica

𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝘁𝗼 𝗧𝗶𝗶𝘀𝗲𝘁𝘀𝗼! This #ValentinesDay, let's give a warm welcome to Truffle’s newest team member Tiisetso Mngomezulu. With nearly a decade of experience in investment operations and a CA(SA) qualification, Tiisetso brings a wealth of expertise to our team. As Truffle continues to grow, we’re excited about Tiisetso's impact in automating and streamlining our investment operations. Welcome aboard! truffle.co.za 𝗜𝗡𝗩𝗘𝗦𝗧 𝗜𝗡 𝗧𝗛𝗘 𝗩𝗔𝗟𝗨𝗘 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘. . . . #TruffleTeam #TruffleAssetManagement #InvestmentManagement

Truffle has been nominated for 8 awards in the inaugural FUNDHUB.co.za Industry Performance Awards 2025! truffle.co.za 𝗜𝗡𝗩𝗘𝗦𝗧 𝗜𝗡 𝗧𝗛𝗘 𝗩𝗔𝗟𝗨𝗘 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘. . . . #TruffleTeam #TruffleAssetManagement #InvestmentManagement #FundHubAwards 

🔈 ANNOUNCEMENT! Here is the list of finalists for the upcoming Morningstar Awards for Investing Excellence! You can see the full list here: http://spr.ly/6042I8Oa2 The annual Morningstar awards recognise funds and fund houses that added the most value for investors within the context of their relevant peer group in 2024 and over longer time periods. Many congratulations to all this year's finalists! The winners will be announced on 6 March at AVENUE at Two Oceans Aquarium, Cape Town. For more info, please contact awards.za@morningstar.com #Morningstar #MstarAwards

𝗦𝗔 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗯𝗼𝘂𝗻𝗱𝘀 Trump’s introduction of tariffs on imports from Mexico and Canada in January came as no surprise. However, the ultimate scope and geographic impact of US tariffs over the long term remains uncertain. Locally, the SA equity market rebounded over the month, buoyed by a strong rally in resource stocks. While December’s economic indicators were disappointing, early signs of a rebound in January suggest a more promising trajectory. https://lnkd.in/d-EYuHGn Authors: Saul Miller and Nicole Agar Read Time: 3 mins truffle.co.za 𝗜𝗡𝗩𝗘𝗦𝗧 𝗜𝗡 𝗧𝗛𝗘 𝗩𝗔𝗟𝗨𝗘 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘. . . . #Truffle #assetmanagement #investmentmanagement #monthlycommentary #economicoutlook #USelections