Specialist investments
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.
Portfolio range
Target equity
High risk
3 to 5 years
Classic equity
High risk
3 to 5 years
Absolute strategies
Low to medium risk
4 years
Real return
Low risk
3 years
Multiple balance
Medium risk
5 years
Flexible bonds
Extra high risk
5 to 7 years
Listed property
Medium to high risk
5+ years
Money market
Low risk
6-12 months
Rules and regulations
Our portfolios are compliant with Regulation 28 of the Pension Funds Act.
Financial Sector Conduct
Authority (FSCA)
We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.
Our governing body, ASISA, provides best practice guidelines to make sure the investor is the focal point of everything we do.
