WITH INDEPENDENT INVESTMENT SOLUTIONS

INDEPENDENCE

INDEPENDENCE

A truly independent product offering ensuring that the correct blend of unit trust funds is combined to achieve the
desired risk adjusted returns

Availability of a broad range of solutions catering for the needs of any discerning investor.
PORTFOLIO MANAGEMENT

PORTFOLIO MANAGEMENT

Our investment philosophy is backed by years of research that carefully optimises actively managed investment portfolios with low-cost index funds.

Access to the significant benefits provided by a rigorous manager and fund selection process based on quantitative and qualitative analysis.

Exposure to our long-term investing multi-asset Building Block portfolio construction approach.

Access to a range of pre-assessed and pre-selected large, as well as boutique, fund managers with unique skills and capabilities.
ACCESS & SUPPORT

ACCESS & SUPPORT

Access to the resources and expertise of our experienced investment team.

Access to a robust investment tool backed by financial intelligence and fuelled by data and technology innovation (Risk profiler, Cashflow model, Reports & Market Insight).

Access to the solutions through a wide range of the largest Linked Investment Service Provider platforms in South Africa.

I² Solutions are subject to on-going monitoring and reporting.

Support from an experienced investment team.
KEY BENEFITS

KEY BENEFITS

Lower fees - ensuring the enhancement of long-term investment returns.

Diversification accross asset class and asset managers.

Transparency with regards to the underlying fund managers and fees.

Award winning investment team.

Proven track record.

One relationship, One point of contact.

OUR OFFERING | SOLUTIONS

factsheet
Description

An Income investor values protecting principal over seeking capital appreciation. This investor is comfortable accpeting lower returns for a higher degree of liquidity and/or stability. Typically, an Income investor primarily seeks to minimize risk and loss of principal. Generally low risk porfolios have minimal equity exposure or no equity exposure, resulting in far less volalitity and in turn the probability of capital loss is less likely.


Benchmark

ASISA South African IB Short Term category average


Platform Availability

AIMS, Glacier, Investec, Momentum & Stanlib

factsheet
Description

A Cautious investor values protecting principal over seeking capital appreciation. This investor is comfortable accepting lower returns for a higher degree of liquidity and/or stability. Typically, a Cautious investor primarily seeks to minimize risk and loss of principal. Generally low risk portfolios have minimal equity exposure, resulting in far less volatility and in turn the probability of capital loss is less likely.


Benchmark

ASISA South African MA Low Equity category average


Platform Availability

Allan Gray, AIMS, Glacier, Investec, Momentum & Stanlib

factsheet
Description

A Moderate investor values reducing risk and enhancing returns equally. This investor is willing to accept moderate levels of risk to seek higher long-term returns. A Moderate investor may endure a short-term loss of principal in exchange for long-term appreciation. This portfolio generally holds more equity exposure than low risk portfolios. In turn the expected volatility is higher than low risk portfolios.


Benchmark

ASISA South African MA High Equity category average


Platform Availability

Allan Gray, AIMS, Glacier, Investec, Momentum & Stanlib

factsheet
Description

A Moderate investor values reducing risk and enhancing returns equally. This investor is willing to accept moderate levels of risk to seek higher long-term returns. A Moderate investor may endure a short-term loss of principal in exchange for long-term appreciation. This portfolio generally holds more equity exposure than low risk portfolios. In turn the expected volatility is higher than low risk portfolios.


Benchmark

ASISA South African MA High Equity category average


Platform Availability

Investec

factsheet
Description

A high risk investor values maximizing returns and is willing to accept higher levels of risk. A High risk investor may endure large losses in favour of potentially higher long-term returns. Generally, these portfolios hold more equity exposure than any other risk profiled portfolios and therefore tend to carry higher volatility.


Benchmark

ASISA South African Equity General category average


Platform Availability

Allan Gray, AIMS, Glacier, Investec, Momentum & Stanlib

factsheet
Description

A high risk investor values maximizing returns and is willing to accept higher levels of risk. A High risk investor may endure large losses in favour of potentially higher long-term returns. Generally, these portfolios hold more equity exposure than any other risk profiled portfolios and therefore tend to carry higher volatility.


Benchmark

ASISA South African Equity General category average


Platform Availability

AIMS, Glacier, Investec, Momentum & Stanlib

factsheet
Description

A High risk investor values maximizing returns and is willing to accept higher levels of risk. A High risk investor may endure large losses in favour of potentially higher long-term returns. Generally, these portfolios hold more equity exposure than any other risk profiled portfolios and therefore tend to carry higher volatility


Benchmark

ASISA Global MA High Equity category average


Platform Availability

AIMS, Glacier, Investec, Momentum & Stanlib

factsheet
Description

High risk investor values maximizing returns and is willing to accept higher levels of risk. A High risk investor may endure large losses in favour of potentially higher long-term returns. Generally, these portfolios hold more equity exposure than any other risk profiled portfolios and therefore tend to carry higher volatility.


Benchmark

ASISA Global MA High Equity category average


Platform Availability

Capital International Group

factsheet
Description

High risk investor values maximizing returns and is willing to accept higher levels of risk. A High risk investor may endure large losses in favour of potentially higher long-term returns. Generally, these portfolios hold more equity exposure than any other risk profiled portfolios and therefore tend to carry higher volatility.


Benchmark

ASISA Global MA High Equity category average


Platform Availability

Capital International Group

Johannesburg Office
Block 16 B
Willowbrook Office Park
Van Hoof Street, Ruimsig
Johannesburg, 1724

Cape Town Office
2nd Floor, The Square
Cape Quarter
27 Somerset Rd, De Waterkant
Cape Town, 8001

Contact Details
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