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Disclaimer:

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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We specialise in investing the savings of predominantly retired investors across both local and international asset classes. We therefore adopt a relatively conservative approach using an income-focused investment style that produces reliable and consistent results via :

  • The selection of securities that produce reliable income streams, ideally growing.
  • The purchase of these income streams at the appropriate price.

The benefit of this style is :

  • The generation of a reliable income to fund your lifestyle or to reinvest.
  • An increase your investment value in line with income growth over time.
  • Above-average, risk-adjusted returns.

Please visit our website to view our suite of retirement solutions, and to find out more about our investment team.

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