Itransact Fund Managers (“IFM”) offer collective investment schemes (unit trusts) with various investment objectives ranging from value investing to ultra conservative.
Minimum Disclosure Documents
Please click on the links below to view the latest Minimum Disclosure Documents (Fund Fact Sheets) for each of the current funds.
- IFM Balanced Value Fund of Funds
- IFM Bond Fund
- IFM Equity Fund
- IFM Global Diversified Fund
- IFM Income Fund
- IFM Technical Fund
The Minimum Disclosure Documents for our non-retail funds are available to our institutional investors upon request.
The Association for Savings & Investments SA (ASISA) has introduced a standardized measure that will allow you to compare the effective annual costs of a product across different product providers, before you make your investment decision.
The Effective Annual Cost for the IFM funds can be viewed here.
Annual Financial Statements
Please click on the links below to view the latest financial statements.
We publish a quarterly newsletter which includes general information, as well as an overview of the quarter from our Asset Manager, Heiden Grimaud Asset Management (Pty) Ltd.
Please click on the link below for our latest newsletter which includes our general quarterly investor report:
Please note: The quarterly general investor report for funds not available to the public are available to the parties who have the right to access this information.