Our Products and Capabilities

We manage portfolios for a range of clients, including:

• Institutional clients, namely retirement funds, long-term insurers, short-term insurers, medical schemes;
• Retail clients, including funds for individual investors, such as unit trusts.

Our investment platform is geared to offer a wide range of products and capabilities, such as:

• Segregated portfolios that are suited to large institutional clients.
• Risk-profiled, pooled portfolios suitable for small- and medium-sized retirement funds.
• Over 30 unit trusts available to individual, as well as institutional investors.

Typical investment products include:

• Balanced (multi-asset class)
• Specialist (single asset class)
• Fixed Interest
• Absolute return
• Hedge funds
• Asset-liability matching and management
• Actively managed, smart core index trackers
• Socially responsible investing.