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Institutional Portfolios
What we manage
 

Our institutional portfolio management is geared toward the management of retirement funds and corporate institutional assets. We manage a variety of mandates ranging from multi-asset low equity to customized bespoke mandates.​

Retirement Facts
 

Retirement facts that should push everyone to action:

  • 51% of South African's pensioners can't make ends meet.

  • 33% of pensioners don't have enough to cover medical expenses.

  • 90% don't review their retirement savings after initially signing up.

MULTI-ASSET
LOW EQUITY
Return Objective
CPI + 2%
​
Investment Horizon
3 Years
​
Investment Style
Multi Managed
​
MULTI-ASSET
MEDIUM EQUITY
Return Objective
CPI + 3.5%
​
Investment Horizon
5 Years
​
Investment Style
Multi Managed
​
MULTI-ASSET
HIGH EQUITY
Return Objective
CPI + 5%
​
Investment Horizon
7 Years
​
Investment Style
Multi Managed
​
Contact us for more information on our institutional portfolio management capabilities.
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