Our multi-asset-class investments focus on
things that matter the most to you – making sure
we maximise the likelihood of you achieving your
Over time, we evolved our outcome-based investing philosophy and our multi-asset-class, multi-strategy and multi-mandate investments to match your investment needs. Multi-asset-class investments contain various asset classes, like equities, bonds and cash.
Range to suit
3 to 7+ years
Low to high
Multi-asset-class investments and your portfolio
Each portfolio range has a life stage progression model, which allows you to switch seamlessly from a more aggressive investment portfolio, with longer-term investment horizons, to more conservative and, ultimately, defensive portfolios in the medium to shorter term.
philosophy and process
We have developed and over many years evolved a market-leading investment process to maximise the likelihood of you achieving your goals.
Our approach to investing is about placing your goals at the centre of our day-to-day investment process. Central to our thinking is:
- Constructing portfolios around your goals and time horizon
- Making sure the portfolios are well diversified
- Making sure portfolios remain flexible and adaptable
- Making sure each portfolio has an attractive risk-adjusted return that provides a more consistent investment experience over time
- Limiting the risk and temptation of market timing
We place your investment needs at the centre
of our investment process so that your
financial goals are aligned to your investment
We define responsible investing (RI) as an investment process that includes environmental, social and governance (ESG) factors into our process. Issues like increasing regulation, the growing need for risk mitigation and a heightened social conscience can be addressed by integrating ESG factors into our investment process.
Rules and regulations
Our multi-asset-class portfolios are complaint with Regulation 28 of the Pension Funds Act.
Financial Sector Conduct
We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.
Association for Savings and
Investment South Africa (Asisa)
Our governing body, Asisa, provides best practice guidelines to make sure the investor is the focal point of everything we do.
Head: Institutional Portfolio Solutions BSc, CFA
Industry experience: 22 years
Senior Portfolio Manager
Industry experience: 20 years