We offer a variety of unit trust funds that match the different risk and return needs of investors at any for any goal. Whether an investor needs a low risk or income-focused fund, a higher risk fund aiming to maximise growth or seeking global exposure, we have a solution for every investor.
Our funds are managed by fund managers whose values are aligned with ours in terms of responsible investing.
This publication aims to safeguard investors against costly behaviour by examining long-term market trends that unlock tools which promote prudent investment practices. It focuses on the impact of putting off saving for your retirement and what steps you can take to remedy the consequences of a delayed savings plan. We delve into the eight powerful, yet relatively simple lessons to help guide you towards attaining your savings goals.
Our Investment Insights conference explored how we use fundamental and systematic investments to help our clients achieve their long-term goals.
Global opportunities for South African investors
The Tools give you some insight into what type of investor you are. It is not sufficiently comprehensive to qualify as investment advice and you should consult your Financial Planner for more information.
How much do I need to save and invest?
InvestRight is a simple, interactive and free guide to help establish how much a person will need to save and invest to meet their financial goals, be they short-, medium- or long term.
View general fund information, prices (table & graphing tool), performance, declarations and investment minimums.
for every stage of life
In understanding the multiple fund options available to your customers and in fulfilling our commitment to improve our ease of doing business, we have launched the Investment Series. This is a core range of funds, handpicked to meet the diverse needs of investors.
