Access comprehensive fund information, including performance data, holdings, and regulatory disclosures.
Last updated: July 9, 2026
Access comprehensive fund information, including performance data, holdings, and regulatory disclosures.
We employ a top-down strategic asset allocation framework that considers macroeconomic trends, market valuations, and risk-reward dynamics to position the portfolio optimally across different asset classes.
Our team actively monitors and adjusts portfolio positions based on fundamental research, technical analysis, and market sentiment. This allows us to capitalize on opportunities and mitigate risks in real-time.
Rigorous risk management processes are integrated throughout our investment process. We employ diversification, position sizing, and hedging strategies to protect capital while pursuing growth objectives.
Market Analysis and Research
Comprehensive analysis of macroeconomic indicators, market trends, and sector dynamics to identify investment themes and opportunities.
Asset Selection
Rigorous fundamental and quantitative analysis to select securities and funds that align with our investment thesis and risk parameters.
Portfolio Construction
Strategic allocation across asset classes and securities, optimized for risk-adjusted returns while maintaining appropriate diversification.
Continuous Monitoring & Rebalancing
Ongoing portfolio monitoring, performance evaluation, and tactical adjustments to ensure alignment with investment objectives and changing market conditions.
This portfolio has medium equity exposure and carries medium long-term risks. Expected returns are moderate, with a focus on capital preservation. Offshore allocations expose it to currency risks, making it suitable for long-term investments.
May not add up to 100% due to rounding.
Inception date
Currency
South African Rand (R)
Fund Size
Benchmark
Classification
Minimum Investment
Participatory interest
Fee class
Annual service fee
Monthly Fixed Admin Fee
Income declaration
Latest Distribution
NAV per unit
Regulation 28
No
Portfolio valuation
Pricing Date
Transaction cut-off time
Management company
No team members assigned to this fund.
Our dual-manager structure ensures redundancy, diverse perspectives, and continuous oversight. Like pilots in a cockpit, Shane and Sanelisiwe work collaboratively, with each bringing unique expertise while maintaining shared accountability for fund performance.
In aviation, having two pilots has dramatically reduced accidents to less than one per million flights. The second pilot provides crucial oversight, catches errors, and ensures sound decision-making even under pressure.
We apply this proven safety principle to fund management. Every fund is managed by two experienced professionals who independently analyze opportunities, challenge assumptions, and validate decisions.
This approach eliminates single-point failures, reduces the impact of individual biases, and ensures thorough analysis of every investment. Two minds are better than one, especially when managing your wealth.
Browse our fund strategies and select the one that aligns with your investment goals.
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Transfer funds to your investment account using your preferred payment method.
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JHB: 9th Floor Katherine Towers, 1 Park Ln, Wierda Valley, Sandton, 2196
CPT: 10th Floor, 117 on Strand, Strand St, Cape Town, 8001, South Africa
Monday - Friday | 8:00 AM - 5:00 PM SAST
Closed on weekends and public holidays
