We offer a range of Collective Investment Schemes (CIS), also known as unit trust funds.
You can access these professionally managed portfolios for as little as R1 000 a month, or R10 000 as a once-off lump sum.
The range of available CIS funds includes:
Discretionary segregated accounts and pooled portfolios using our Collective Investment Scheme Management Company (unit trusts).
Discretionary segregated mandates are available to clients investing R100 million or more.
Clients may elect to invest in a pooled vehicle. This may be due to asset size, regulatory constraints or the client preference.
Our clients trust us because they know that when they give us a mandate, we will follow and deliver on that mandate. They know that we will always meet our exceed what they expect us to do.
Read MoreThis matrix represents our flagship propositions across the full risk/return spectrum in which we manage money. Each one of these propositions applies a combination of our core skills of:
In fact, the only thing we avoid is picking individual stocks as there is very weak evidence of any consistent success at this.
They all offer long term capital growth through low cost exposure to the entire South African listed equity market or specific parts of this (as defined by the respective indices explained below) with low tracking error relative to the respective index.
South African equity market exposure
FTSE/JSE Africa Shareholder Weighted Total Return Index FTSE/JSE Africa Shareholder Weighted Total Return Index
South African equity market exposure
FTSE/JSE Africa Shareholder Weighted Total Return Index
Select
Select
Select
Please enter to search or esc to cancel
