Invest in yourself by investing in our private share portfolios. Our team of registered financial advisers will work with you to create a tailored investment strategy. We believe in a proactive approach to finance, constantly monitoring and adjusting our portfolios to pursue the greatest possible returns.
The investment style is a fundamental bottom-up analysis with a top-down macro-economic overlay. Portfolios are actively managed to take advantage of investment opportunities in the market and economic environment. We continuously evaluate economic trends to determine how they affect companies, economic sectors, stock markets and exchange rates.
Portfolios are monitored daily to make sure they remain structured for changing market conditions and changes in the personal circumstances of the client.
Risk Management
The stock market is perceived to be very risky, but research shows that over the long term — five to ten years — the variability of returns is significantly reduced. Equities have proven to be an asset class that outperforms inflation over the long term.
To achieve the portfolio objective, investors need to take some degree of risk. That risk is managed and reduced through diversification across economic sectors, asset classes, regions and time in the market.
Portfolio Information
R500,000
Minimum investment
JSE ALSI Top 40
Benchmark
Aggressive
Risk profile
5+ years
Time horizon
1.2%
Management fee