Our specialist investments consist of
multi-asset-class portfolios aimed at your unique investment needs. Investment mandates are combined to maximise the probability of delivering benchmark-outperforming returns at the lowest possible risk. We do this by combining diversified investment management strategies and styles within each specialist portfolio.
Various to suit
different goals and
3 to 5 years
Low to medium
Specialist investments and your portfolio
Each of these portfolios have return objectives that cater for different risk appetites and investment horizons.
Low to medium risk
Our investing philosophy and process
These investments cater for your unique
We follow an outcome-based investing
philosophy and design portfolios with the
aim of maximising the likelihood of
delivering on these outcomes. To achieve
each portfolio’s investment outcome
while reducing unnecessary risk, we
invest in a wide range of asset classes.
Our unique outcome-based investing approach is designed to never lose sight of the investment outcomes you require as an investor.
We construct our portfolios with this at the forefront of our minds to give us the best likelihood of achieving the specified outcomes over reasonable time periods.
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 specialist 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.
Senior Portfolio Manager
Industry experience: 20 years