Share portfolio management for intermediaries

An investment solution for all your clients' needs

We handle the management of shares and multi-asset class mandates, both domestic and international, to help you realise your clients’ investment goals.

A broad, transparent offering

We have a wide range of equity and multi-asset class (including regulation 28 compliant) segregated mandates, tailor-made for your clients based on their specific needs. Whether using voluntary or retirement savings, portfolios are transparent and are offered via asset management platforms and directly.

Research-driven decision making

Our portfolio managers and analysts have thorough local and international market and industry experience. Investment decisions are based on analysis of in-depth research. Our assumptions are tested against contrary views – all for your clients’ benefit.

A global investment process

Our rigorous investment process draws on our expertise in the UK, South Africa, Ireland and Switzerland. A global strategy team determines the overall positioning and how much risk we take on, while regional asset allocation teams determine the best mix of asset classes and sectors.

Browse our actively managed portfolios and funds for intermediaries and their clients

Domestic Investments

Long-Term Growth Portfolio
Managed High Equity Portfolio
Managed High Equity Portfolio with Offshore
Managed Medium Equity Portfolio
Managed Medium Equity Portfolio with Offshore
Managed Low Equity Portfolio
Managed Low Equity Portfolio with Offshore
Progressive Yield Portfolio
Opportunities Portfolio
Large Bank Dividend Portfolio
Listed Property Portfolio

Offshore Investments

Global Balanced Portfolio (USD)
Global Growth Portfolio (USD)
Global Leaders Portfolio
Cautious Fund
Core Fund
Flexible Fund
Global Equity Fund
Global Leaders Fund

Retirement Portfolio

Retirement High Equity Portfolio
Retirement High Equity Portfolio including Offshore
Retirement Medium Equity Portfolio
Retirement Medium Equity Portfolio including Offshore
Retirement Low Equity Portfolio
Retirement Low Equity Portfolio including Offshore

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Ewan Naude quote pic
‘We focus on delivering excellent performance on your clients’ share portfolios so you can focus on your service to them.’

Ewan Naude, Intermediary Services head

Service built around you and your clients

The service you give your clients is key to your success. We offer you our full support, whether in generating returns or keeping you up to date when it comes to strategy and portfolio changes – all so you can focus on giving the best service to your clients.
 
Scale and experience
 
As the largest private client manager in South Africa and one of the largest in the UK, you will  benefit from our scale and experience across different geographies, combined with access to expert local and global perspectives.

OVER 100 YEARS’
total experience of the South African Investment Team

R1m

minimum investment

R322bn

total South African assets under management

£36bn

total UK, European and Asian assets under management

Actively managing your portfolio

Active investing enables you to take advantage of investment opportunities as they arise. This is how we can deliver benchmark-beating returns.

The importance of diversification

A well-diversified portfolio is one of the best ways to protect against shocks in global markets. This is why we invest in shares, sectors and geographies with performances that don’t correlate with one another.

Local and global portfolios

We offer local and offshore managed segregated portfolios, as well as offshore collective investment schemes.

 

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