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A passion for investments.

Quantum Asset Management is a niche financial services company specialising in investment management for individuals and Defined Contribution pension schemes. We assist investors in the attainment of two of life’s critical goals:

Wealth creation.

By providing appropriate blends of high-growth assets, we help working-age investors accumulate sufficient capital to provide for retirement or other, more specific, capital-intensive objectives.

Providing retirement income.

More and more important to achieve inflation-beating returns without incurring excessive capital risk. We have helped thousands of South Africans provide for a comfortable and dignified retirement.

History has shown that true specialisation works. We are passionate about investments, and as such this is our only focus. While we monitor and analyse all aspects of financial planning so as to understand their potential impacts on investors’ portfolios, we prefer to “stick to our knitting” and refer other client requirements such as Life, Risk and Medical Cover to specialists in those areas.

Quantum Asset Management was one of the pioneers of the Third Party Multimanager concept in South Africa. Our original three funds have a five-year track record; first as wrapped portfolios and – since March 2004 as formally constituted unit trusts. Over this period we have built up a proud reputation for admirable risk-adjusted returns. Together, the Quantum funds contain in excess of R1.1bn under management.

Master blenders

Quantum Asset Management utilises a multi-manager, multi-asset class approach to investment management, since we believe that:

•	No single asset class will outperform all others indefinitely;
•	No individual asset manager will outperform all others in all market conditions; and
•	Prudent diversification delivers above-average returns at below-average

Just as a master winemaker combines noble cultivars in order to achieve a synergistic whole of consistent quality, we blend asset classes and managers in order to provide investors with superior risk-adjusted returns that meet their individual investment objectives.

Preserving purchasing power

The term “risk” means different things to different people. To us, it simply means falling short of one’s pre-determined investment objectives. In practice, this means having one’s purchasing power eroded by inflation. We therefore offer a range of solutions that target very specific return objectives, so as to support systematic financial planning.

Because many of Quantum Wealth’s clients require relatively robust, cost-effective solutions, our core products consist of blends of unit trusts that are packaged along pre-determined risk profiles. These Funds of Funds are ideal investment vehicles for investors who require:

•	Pro-active, on-going portfolio management;
•	asset class and manager diversification;
•	stringent risk management; and
•	cost and tax efficiency.

The risk profiles of the QW portfolios range from a very conservative fund aimed at providing post-retirement income to an aggressive one aimed at pure capital growth.

Our funds

Our core funds are well-diversified – both in terms of their exposure to different asset classes and markets. We also employ the expertise of a number of leading fund managers to manage the various underlying components utilising different and complementary styles. We continually monitor both the macro-economic environment and the relative performance of our sub-managers in order to re-blend our portfolios pro-actively for optimal risk-adjusted returns.

We employ a number of well-qualified researchers in order to provide scientific decision-making support to our processes. Their efforts are supported by regular liaison with experts at a number of leading local and international multi-manager businesses. Our Investment Committee consists of an experienced team of experts, and we believe in synergistic decision-making. All decisions are the results of rigorous debate, and are based on consensus, rather than the veto of any one individual.

Click here for more information on our funds.

Expertise in non-core products

While our core funds provide appropriate solutions to the needs of the majority of our clients, we recognise that particularly more sophisticated investors require access to more exotic asset classes and products. In such cases we construct portfolios in a bespoke manner. This can take the form of either:

•	Actively managed share portfolios; or
•	Bespoke portfolios combining unit trusts, listed securities and alternative asset classes.

In order to achieve this end, we have built up in-house expertise in the following areas:

•	Direct share portfolios.
•	Offshore mutual funds.
•	Exchange Traded Funds.
•	Local and offshore hedge funds.
•	Private Equity.
•	Structured products.

Please Note: No hedge funds are currently approved for marketing to the public by the Financial Services Board. It is therefore illegal to solicit investments into hedge funds (also known as alternative strategy investments). We will only advise investors on these products on request.

Distribution philosophy

We realise that, as a small business, we are not able to physically reach all investors who might benefit from using our solutions. In order to provide the investing public with value-added access to our solutions, we have launched the Quantum Investment Partners initiative. This entails forming alliances with a number of leading South African financial planners, who are empowered and accredited to advise clients on the appropriate use of our products in their portfolios. For information on accredited Quantum distributors, consult the “Our products” section.

Distribution partners

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