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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 + 3%

Investment Horizon
3 - 4 Years

Investment Style
Multi Managed
MULTI-ASSET
MEDIUM EQUITY
Return Objective
CPI + 4%

Investment Horizon
4 - 5 Years

Investment Style
Multi Managed
MULTI-ASSET
HIGH EQUITY
Return Objective
CPI + 5%

Investment Horizon
5 - 7 Years

Investment Style
Multi Managed
Contact us for more information on our institutional portfolio management capabilities.
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