About the Manager and Strategy

We offer investors a focused range of unit trusts to suit all risk profiles and return objectives. Our unit trusts include equity funds, balanced funds, property funds, income funds, tax-free funds and offshore funds. We’re immensely proud that our clients have entrusted us to manage over R234 billion (as at 30 June 2020) of their savings, making us one of South Africa’s top 10 largest investment managers. 

We help our clients achieve their financial goals, consistently applying our prudent valuation-based investment approach with the aim of protecting and growing their savings over time.

Our investment team, with over 400 years of collective experience, is dedicated to actively managing our clients’ funds, and we draw on our global affiliates for international expertise and best practice.

Managed Bundles