Discretionary
Fund Management

About

As an independent specialist Discretionary Fund Management business, we design bespoke, branded, model portfolios to provide professionally managed exposure to the South African and global financial markets through a selection of equity, fixed income, property and money market funds.

In addition to bespoke model portfolios we also manage a range of local and global model portfolios.

Our Process

Our investment process covers 4 phases that address all facets of investment management. The four phases are Design, Objective, Maintenance and Evaluation – DOME – and relate to the architecture and design of all portfolios.

Our Benefits

Model portfolios

Access to a dedicated team of independent investment professionals to create FAIS compliant portfolios and a FAIS compliant investment process.

Ease of switching: we will administer all trades and the disinvestment process with managers.

Absolute transparency: regarding asset allocation, pricing and underlying manager concentration.

Investment report backs: a detailed update on the investment portfolios and monthly Minimum Disclosure Documents (MDD’s).

Operational support: through a dedicated operations team that works closely with the LISP platform.

Core Plus Model Portfolio Solutions
Local

Stable
Low equity Regulation 28

Balanced
High equity Regulation 28

Flexible
Flexible, high equity non-regulation 28

Core Plus Model Portfolio Solutions
Global

Global Balanced Model Portfolio
Moderate capital growth, max equity exposure of 65%

Global Growth Model Portfolio
Long term capital growth; foreign equity exposure between 80% and 100%