Truffle MET Flexible Fund (C)

The Truffle MET Flexible Fund is suitable for investors who are targeting returns in access of inflation in the long term but with less volatility than the equity market. The fund actively invests in all asset classes. No minimum or

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Warwick BCI Property Fund

The primary objective of the fund is to provide investors with a combination of high income and long term capital appreciation. The portfolio is suited to investors with a moderate to high risk and a three to five year or

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27Four Shari’ah Balanced Prescient Fund of Funds

The portfolio is designed to deliver investment returns in excess of consumer price inflation over the medium-term. Some level of volatility and capital movements is to be expected over the short-term. These portfolios generally hold more equity exposure than low

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CoreShares Global Property ETF

The CoreShares Global Property ETF tracks the S&P Global Property 40 index. The S&P Global Property 40 index provides exposure to the 40 largest global property companies in developed markets that have earnings and dividend stability.

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CoreShares Equally Weighted Top 40

CoreShares Top 40 Equal Weight tracks the Equally Weighted Top 40 Index as calculated independently by the FTSE/JSE. Companies included in this index are the same constituents as those included in the FTSE/JSE Top 40 Index. The constituents are held

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Unum Aggressive Lifestage Option

The Aggressive Lifestage Option allows the novice to trade a range of selected JSE listed ETF’s based on several different asset classes, both offshore and domestic, at a massively reduced brokerage. Designed with the beginner investor in mind, the Lifestage

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Unum Moderate Lifestage Option

The Moderate Lifestage Option allows the novice to trade a range of selected JSE listed ETF’s based on several different asset classes, both offshore and domestic, at a massively reduced brokerage. Designed with the beginner investor in mind, the Lifestage

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Unum Conservative Lifestyle Option

The Conservative Lifestage Option allows the novice to trade a range of selected JSE listed ETF’s based on several different asset classes, both offshore and domestic, at a massively reduced brokerage. Designed with the beginner investor in mind, the Lifestage

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FNB Horizon Series Tax Free Savings Account

With a Horizon Series Tax Free Savings Account you will benefit from additional growth on your investment, dividends and returns as a result of your Tax Free Savings. All returns and dividends earned through this fund are tax free. You

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GBS Tax Free Savings Account

You don’t have to pay income tax on the interest earned on this account – so it may be a good investment for you if you already earn interest above the tax-free threshold, or if you expect your savings to

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CoreShares Global Property ETF

The CoreShares Global Property ETF tracks the S&P Global Property 40 index. The S&P Global Property 40 index provides exposure to the 40 largest global property companies in developed markets that have earnings and dividend stability.

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CoreShares S&P 500 ETF

The CoreShares S&P 500 ETF tracks the S&P 500® Index. The investment policy of the portfolio is to track the price and yield performance of the S&P 500® Index as closely as possible. The methodology employed by S&P uses US companies

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The ClucasGray Future Titans Fund

The Future Titans Fund has a flexible mandate to invest in a range of asset classes but will typically have high exposure to South African companies outside of the Top 40 Index. The fund is permitted to invest 25% offshore

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The ClucasGray Equilibrium Fund

The Equilibrium Fund is a Regulation 28 compliant fund in the Multi-Asset High Equity category. The fund has a maximum net equity exposure of 75% and a maximum net foreign exposure of 25% and aims to provide long term capital

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The ClucasGray Equity Prescient Fund

The Equity Fund is a high conviction fund aiming to hold no more than 25 stocks at any one time. The fund is a SA equity fund with no global equity exposure. It aims to provide long term capital growth

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Researching Capital Markets & Financial Services