Our Funds

Growth Fund

This is an actively managed equity fund which predominantly invests in equity, both SA and foreign, and with limited exposure to property and cash. Capital growth is of primary importance and results in a consistent high allocation to equities. Investors should be prepared to tolerate high fluc tuations in c apital over the shorter term with a rec ommended investment horizon of 7 years and longer. Capital stability relative to equity markets is achieved through the diversification across a selection of skillful investment managers with complementary strategies. The fund is limited to 25% in offshore assets.

Fund is suitable for an investor seeking:

  • Preservation of capital in real terms?
  • Capital growth with lower level of volatility displayed relative to the average domestic equity fund.

Balanced Fund

This is an actively managed, balanced fund which invests in a combination of equity, cash, bonds, preference shares and property, including offshore equity and fixed interest investments. Capital growth is of primary importance and results in a higher allocation to equities. Investors should be prepared to tolerate capital fluctuations over the shorter term with a recommended investment horizon of 5 years and longer. A lower level of volatility is displayed when c ompared to a pure equity fund. Capital stability is achieved through the diversification across a variety of assets and a selection of skillful investment managers with complementary strategies. The fund is Regulation 28 compliant and is limited to 60% equities.

Fund is suitable for an investor seeking:

  • Preservation of capital in real terms?
  • Capital growth with lower level of volatility displayed relative to a pure equity fund.

Conservative Fund

This is an actively managed, low equity multi-asset fund which invests in a combination of equity, cash, bonds, preference shares and property, including offshore equity and fixed interest investments. It aims to protect capital in real terms whilst providing a reasonable level of income. Although the fund displays low volatility levels, reducing the probability of capital loss, an investment horizon of 3 years and longer is recommended. Capital stability is achieved through the diversification across a variety of high yielding assets and a selection of skilful investment managers with complementary strategies. The fund is Regulation 28 compliant and is limited to 40% equities.

Fund is suitable for an investor seeking:

  • Protection over short to medium term.
  • Capital growth with 3 year minimum investment horizon.
  • A low to moderate level of income.

What We Do

  • Insurance
  • Business Planning
  • Investment Planning
  • Health
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Accounting
  • Risk Management