Our discretionary and unit trust offering offers a wide range of affordable investment portfolios. Whether it be to secure steady income or growth in excess of inflation, diversification through balanced portfolios or more aggressive capital growth, these portfolios are tailored to meet various investment objectives.
- Access to various asset classes (domestic and international) and extensive investment management experience.
- Control and flexibility – All fees levied on our portfolios are fully disclosed.
- All fees levied are completely transparent.
- No Initial Administration Fees – No initial administration fees are levied on this investment.
- Financial Advisors – You may choose to appoint a Financial Advisor (if required).
- Regular Reporting– We provide regular and easy to understand investment reports.
competitive after inflation annualized returns measured in rand over a 5 year period.