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INVESTMENT MANAGEMENT

  • Determining the client’s risk profile and investment term

More than 10 years – Shares/Property
Less than 10 years – Balanced Funds
Less than 3 years – Stable Funds
Less than 1 year - Cash

  • Our investment committee convenes monthly. The committee also includes independent industry experts. During these meetings market trends are discussed and consideration given to the effectiveness and success of the funds in which our client’s monies are invested. Adjustments are carefully considered.
  • The timing for exposing new funds to market risks is also considered.
  • We provide our clients with opportunities to invest in both listed and unlisted companies. Both opportunities are evaluated by the investment committee.

Listed investments

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Unlisted investments

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Contact Details

Tel:   021 948 4650
Fax:   021 948 4655

Address: 

Garis Business Centre,
Tygervalley Chambers 3
27 Willie van Schoor Avenue
Bellville
7530