Thinking deeply

We have been managing investments on behalf of institutional clients since 2001. As the choice of many sophisticated retirement funds and their institutional consultants, we have a longstanding and substantial presence in the institutional market in South Africa. This scale enables us to afford the best investment, compliance and operational resources that are critical for a modern investment firm.

We offer a narrow range of funds across the risk spectrum, specifically specialist equity, bond, money market and absolute return funds, as well as global and domestic balanced funds that combine asset classes.

Our funds are generally available in segregated or pooled forms, with certain funds also available as collective investment schemes (CIS). Investments in similar mandates are variants of the same investment research process with different risk and reward objectives.

Funds designed to meet enduring needs

Our range of cost-effective and transparent equity and multi-asset class funds are designed to meet the enduring needs of our investors. They are complementary and clearly differentiated by expected risk and return characteristics. We also offer a specialist bond and money market fund for institutional clients.