We are proud to announce that a Citadel-managed fund took top podium position at the 2024 Morningstar Awards for Investing Excellence South Africa, which was hosted in Cape Town on Thursday, 14 March 2024.
The H4 Stable Fund was awarded as Best Cautious Allocation Fund.
The selection by Morningstar was based on a combination of risk-adjusted medium-to-long-term performance track records, as well as their forward-looking rating for funds.
H4 Collective Investments serves as the Citadel Group’s collective investment scheme management company.
We would like to take this opportunity to congratulate both the Citadel Asset Management and H4 Collective Investments teams.
Click below to listen to a podcast by Citadel Investment Strategist and Portfolio Manager of the fund, Yolanda Naudé, about the fundamentals of the fund.