Investment Strategies

Built from a clean slate, this fully discretionary multi-asset portfolio captures our best investment thinking across South Africa’s major asset classes. It is actively managed in accordance with Regulation 28 of the Pension Funds Act.

A clean-slate, fully discretionary multi-asset balanced portfolio expressing our highest-conviction investment views across local and global markets. Managed in accordance with Regulation 28 of the Pension Funds Act.

A high-conviction, clean slate fully discretionary multi asset portfolio investing across local and global markets across all major asset classes. Managed in accordance with Regulation 28 of the Pension Funds Act.

A multi-asset portfolio focused on delivering positive real returns whilst limiting downside risk, investing across local and global markets. Managed in accordance with Regulation 28 of the Pension Funds Act.

A domestic multi-asset portfolio focused on delivering positive real returns while limiting downside risk. Managed in accordance with Regulation 28 of the Pension Funds Act.

A multi-asset portfolio designed to protect capital whilst aiming to achieve real returns over the long term. Managed in accordance with Regulation 28 of the Pension Funds Act.

A multi-asset portfolio targeting positive real returns while limiting downside risk. Managed in accordance with Regulation 30 of the Medical Schemes Act.

A domestic multi-asset portfolio designed to protect capital whilst aiming to achieve real returns over the long term. Managed in accordance with Regulation 28 of the Pension Funds Act.

A fully discretionary global multi-asset strategy investing across diverse asset classes, regions, and currencies — including both developed and emerging markets — with the objective of maximising long-term capital growth.

A fully discretionary global multi-asset strategy investing across asset classes, regions, and currencies — including both developed and emerging markets — with a focus on achieving long-term capital growth while managing downside risk.

A clean slate, fully discretionary equity strategy expressing our highest conviction investment views within a South African equity mandate.

A high-conviction, concentrated and fully discretionary equity strategy constructed from a clean-slate.

An actively managed, benchmark-aware South African equity strategy managed with a focus on tighter risk controls.

A fully discretionary equity strategy offering access to our highest-conviction investment opportunities across global emerging markets.

A benchmark-aware equity strategy offering access to high-quality investment opportunities across emerging markets, managed with tighter risk controls.

A fully discretionary, equity strategy investing in high-conviction opportunities across global emerging markets, excluding China.

A fully discretionary equity strategy offering access to our highest-conviction investment opportunities across African Frontier markets, focused on capturing long-term growth potential.

A high-conviction, actively managed global equity strategy offering access to our highest-conviction investment ideas across markets and sectors.

An equity fund-of-funds that invests in a selection of top-quality long-only equity funds, broadly diversified across geographic regions, including emerging markets.

A high-conviction, actively managed global equity strategy offering access to our highest-conviction investment ideas across markets and sectors, outside of the US.

A conservative fixed income strategy providing enhanced cash returns, suitable for investors seeking capital preservation and liquidity.

A multi-asset fixed income strategy investing in income-bearing assets, listed property, preference shares and inflation-linked bonds, aiming to outperform the better of cash or bonds over rolling three-year periods.

A specialist bond strategy that represents our best investment view within the South African bond market, aiming to outperform the FTSE/JSE All Bond Index over the long term.

A flexible, actively managed fixed income strategy investing in traditional interest-bearing assets, listed property, preference shares, and inflation-linked bonds, aiming to optimise returns in the domestic fixed interest market.

A fixed income strategy designed to protect capital while offering lower volatility than traditional bond portfolios. The strategy invests in government and corporate bonds, inflation-linked bonds, and listed property.

A fixed income strategy focused on capital preservation and liquidity, designed to meet the needs of medical aid schemes. The strategy complies with Regulation 30 of the Medical Schemes Act.

A cash management fund designed for corporate and institutional investors, offering enhanced yields compared to bank deposits while ensuring liquidity and capital security.

A flexible fixed income strategy investing in fixed, floating-rate and inflation-linked securities across global markets, balancing income and capital growth while preserving capital over the shorter term.

A diversified fixed income strategy investing in global bonds and money market instruments, aiming to optimise returns across global fixed interest markets.

A South African fixed income hedge fund using distinct fixed income strategies to target consistent absolute returns with low volatility.

A South African higher-risk fixed income hedge fund using distinct fixed income strategies to target consistent absolute returns independent of general market direction.

A multi-asset hedge fund using a combination of equity and fixed income strategies to generate superior risk-adjusted returns with low equity market correlation.

A long/short equity hedge fund using fundamental analysis for stock selection, aiming to generate long- term, superior risk-adjusted returns from South African listed equities.