We offer a range of local and offshore Collective Investment Schemes (CIS), also known as unit trust funds, designed to deliver certainty to clients over time.
You can access these professionally managed portfolios for as little as R1000 a month, or R10 000 as a once-off lump sum.
View our Flagship Funds here
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.
Find out more
Our scientific approach to managing money enables us to give our clients comfort that we can meet their objectives with a high degree of certainty. We provide them with the assurance that they are in the hands of a trusted team of experts.
Investment ManagementThis 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.
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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
Achieve returns above the (ASISA) South African General Equity category over the medium- to long-term
The (ASISA) South African General Equity category is a simple average of the performances of the funds included in the category.
Provides exposure to the average of the South African General Equity sector.
South African equity market exposure
FTSE/JSE Africa Shareholder Weighted Total Return Index
The constituents of the FTSE/JSE Shareholder Weighted (SWIX) All Share Index are based on the FTSE/JSE All Share Index but are weighted in the SWIX indices to represents the proportion of a constituent’s share capital that is held in dematerialised form and registered on the South African share register.
Provides diversified exposure of the South African equity market.
South African equity market exposure
FTSE/JSE Capped Shareholder Weighted All Share Total Return Index (Capped SWIX)
The constituents of the FTSE/JSE Capped Shareholder Weighted (SWIX) Weightings are capped at 10% to reduce concentration risk.
Large capitalisation sector of the South African equity market
FTSE/JSE Africa Top 40 Index
Consists of the top 40 largest companies in the FTSE/JSE All Share Index.
Provides exposure to the largest and most liquid listed companies on the JSE
South African Listed Property
FTSE/JSE SA Listed Property Index
Consists of the top 20 liquid companies, by full market cap, in the Real Estate Industry with a primary listing on the JSE.
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