South Africa
Artistic expression for the Stratum Wealth Rotation Fund

Master Allocation Cell

Wealth Rotation Fund
with purpose.

System-wide wealth rebalancing and disciplined capital-velocity optimisation.

Institutional use only. This private treasury mandate operates under Stratum Fintech Group Treasury oversight and is not offered to retail investors.

Treasury mandate

Risk posture · Dynamic

Liquidity role · System-wide allocation reserve

A role before an allocation.

Governed on behalf of the Luthando Maduna Foundation, the master cell consolidates approved treasury flows and rotates capital across underlying cells according to risk, liquidity and deployment requirements.

Asset allocation framework

A master-fund allocation across the Balanced, Equity, Income and Property asset-isolation cells.

How we intend to invest

01

Allocate only within approved treasury mandates and cell limits

02

Rebalance according to measured risk, liquidity and deployment requirements

03

Maintain transparent separation between allocation governance and underlying asset selection

Treasury risk governance

Thresholds before exposure.

Volatility, drawdown and concentration thresholds remain subject to formal treasury and governance approval.

Control focus · Aggregate cell limits and escalation thresholds

Fund literature

Documents with context.

Approved documents will be published when the mandate is formally launched. Until then, no performance, fees, benchmark, limit or portfolio data should be inferred from this introductory page.

Fund Fact Sheet

Mandate, allocation and portfolio reporting

Available on launch

Minimum Disclosure Document (MDD)

Required disclosures, fees and risk information

Available on launch