We offer a range of portfolio management services to meet clients' needs.
Our portfolios are structured with the goals of long term capital appreciation and income generation in mind while targeting diversification and risk protection too.
This portfolio has been specifically developed for investors who require very personal wealth management within a disciplined, risk-controlled, investment management process. We aim to create a portfolio that suits our investors' individual needs, appetite for investment risk and any personal preferences or restrictions.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
This portfolio's objective is to maximise returns to the investor over the medium to long-term through investing in FTSE/JSE listed shares. The portfolio's returns are based on the ability of the All Share index to deliver returns above inflation and the ability of the fund manager to identify undervalued securities within the asset class. The portfolio will remain fully invested in local equities.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
This should be considered as a long-term investment approach. It is unconstrained by individual benchmarks, enabling concentrated focus on a selection of world-class mega caps which deliver sustainable above average returns over time through the strength of their market position in an attractive industry.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The portfolio is actively managed and invests in local equities. It aims to provide investors with an attractive dividend yield over the long term. This is based on the selected companies ability to generate sustainable earnings growth through the investment cycle. This portfolio also aims to maximise returns to the investor through capital growth in the underlying shares.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The portfolio is actively managed and invests in local equities, listed property, bonds, cash as well as offshore assets. The objective is to deliver risk adjusted returns over the medium to long term. Returns are based on identifying the asset classes that offer the greatest potential for growth and selecting undervalued securities within each of those asset classes. The portfolio is compliant with Regulation 28 of the Pension Funds Act.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The portfolio aims to outperform the South African listed property index on a sustainable basis. The objective is to invest in high quality listed property companies with robust earnings and long term growth prospects. The portfolio can be used for capital growth or income generating purposes.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The portfolio aims to offer a high dividend yield with relatively low volatility investing in a selection of preference shares, inflation-linked bonds and vanilla bonds. The preference shares generate a dividend yield linked to the prime interest rate while the inflation-linked bonds aim to preserve capital in real terms and add additional yield over inflation. The optimal combination of asset classes reduces the overall risk of the portfolio.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
This portfolio is conservatively managed and aims to generate stable and optimal income returns from interest earning securities. A combination of bonds, fixed deposit, major banking money market and other cash instruments is used to achieve these objectives. The portfolios can be tailor made to achieve client's specific investment objectives.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The objective of the portfolio is to provide investors with a tax-free income stream as offered by a selection of variable rate preference shares.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
