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Please take note that the site you are about to access is intended for international institutional investors only and is not permitted for retail investors nor any South African institutional investors. The information contained on the site is for information purposes only and does not constitute or form part of any offer to issue or sell, or any solicitation of any offer to subscribe for or purchase any particular investment. This website is expressly not intended for persons who, due to their nationality or place of residence, are not permitted access to such information under applicable law.

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OUR PROCESS

The following aspects are consistent across all offerings:

    • Accountability. Portfolio managers take full responsibility for their funds.
    • Philosophy. Our philosophy is an integral component of our fund design, and is fully integrated into our day-to-day portfolio management processes.
    • Portfolio Oversight. The Portfolio Oversight Committee’s role is to:
        • Review the positioning and performance of funds;
        • Act as a sounding board for decisions;
        • Facilitate significant investment decisions, and
        • Ensure all decisions taken are consistent with our philosophy and the relevant fund process. 
  • Active Equity Process

    Active Equity Process

    We have four domestic equity funds which use completely different investment processes to generate alpha.
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  • Alternatives (Hedge Funds) Process

    Alternatives (Hedge Funds) Process

    Hedge Funds leverage off the sources of alpha exploited by our Active Equity Solutions or capture sources of alpha
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  • Indexation Process

    Indexation Process

    In constructing portfolios, we use either: Full replication or Optimisation
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  • Risk-Managed Solutions Process

    Risk-Managed Solutions Process

    The investment process is driven by the targeted risk levels of the fund.
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  • Shari’ah Solutions Process

    Shari’ah Solutions Process

    Our Shari’ah offerings include a Shari’ah equity portfolio, a Global Shari’ah equity portfolio and a Shari’ah Balanced Portfolio.
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