South Easter Fund Management (Pty) Ltd.

04/11/2024

Comms Check...

cc: John Sellick

21/02/2017

Week

Here is an interesting analysis.

https://www.dailymaverick.co.za/opinionista/2017-02-21-analysis-balancing-budgets-and-cabinet-appointments/ #.WKvcZBhh1Bx

Nobody would want to be in Finance Minister Pravin Gordhan’s shoes on Wednesday, having to deliver a Budget in a highly stressed environment, while all eyes are on President Jacob Zuma and whether he will ship disgraced former Eskom CEO into the finance ministry – and if so, in what role?

24/01/2017

Repo Rate Decision January 2017

Cadiz AM / SEFM Forecast:

+7.0% (unchanged)

30/12/2016

http://cape2rio2017.com/

30/12/2016

http://cape2rio2017.com/backend/wp-content/uploads/2016/12/27-Dec-2016-1.pdf

25/03/2016

The South Easter Fund Management (Pty) Ltd. transaction with Cadiz Asset Management (Pty) Ltd., effective 1 October 2015, has been bedded down over the last 6 months. The integration of the SEFM team, processes and philosophies within the broader CAM Fixed Interest team, processes and philosophies has been a gradual and considered exercise, and is now also approaching completion. Facebook transmission of SEFM related matters will thus be resuming from 1 April 2016.

14/09/2015

South Easter Fund Management (Pty) Ltd. is being bought by Cadiz Asset Management (Pty) Ltd. The South Easter Investment Team will be joining the Cadiz Fixed Interest Team. In light of developments, we will be reviewing our social media policy, but we do intend to continue using the medium.

02/09/2015

Announcement
Debut issue of R2040 by
R2040 R250m
8 Sep 2015
100% Greenshoe till R10bn

02/09/2015

Announcement
to issue R2.35bn
R213 R600m
R2035 R700m
R2040 R250m
R2044 R800m
8 Sep 2015

31/08/2015

Releases July 2015:
prints at 10.25% vs 8.89% prior (9.00% est)
prints at 8.38% vs 8.14% prior (7.99% est)