As an independent multi-manager operation, we inject specialist skills and processes into the management of multi-manager funds. We independently select and blend funds into risk profiled choices. Our complete domestic risk profiled range provides clients with the flexibility to select a fund whose benchmark and risk profile match their investment needs. Our multi manager fund range is structured to provide professionally managed exposure to South African and global financial markets through a selection of equity, fixed income, property and money market funds.
We have combined appropriate asset classes and the talents of some of the foremost South African and international investment managers to create the Analytics multi-manager fund range. The funds have been designed to target inflation beating returns over time and are crafted to provide managed solutions to meet the diverse investment goals and risk profiles.
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.
Professional portfolio management
The multi-manager funds will invest in specialist portfolios managed by carefully selected managers, following specific or general mandates. The team follows a rigorous and disciplined investment methodology to identify, evaluate and monitor investment managers and funds on an ongoing basis.
Specialist multi-management team
With access to a rich pool of internal research, external resources and proprietary tools, Analytics aims to provide exposure to the top South African and international fund management houses. Furthermore, our multi-manager team uses specialist input to actively manage the overall asset allocation to take account of changing market conditions, risks and opportunities.
You may switch between portfolios and risk profiles, as your circumstances change, allowing you to meet your changing personal investment goals.
Capital Gains Tax efficiency
A multi-manager fund or fund of funds is a registered unit trust, therefore no Capital Gains Tax (CGT) is currently levied on capital gains made within the funds. The investment manager is therefore able to manage the investment more tax efficiently, as you will only incur CGT on actual disinvestments.