Ashburton MidCap ETF

The Ashburton MidCap ETF’s objective is to provide investors with exposure to the South African equities market through the purchase of a JSE listed ETF. The fund invests in the 41st to the 100th largest companies on the JSE in terms of

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Ashburton Inflation ETF

The aim of the Ashburton Inflation ETF is to provide investors with a real rate of return above inflation (CPI), through exposure to a diversified portfolio of government inflation-linked bonds. The fund invests in bonds based on the value issued

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Kilimanjaro Conservative TFSA Basket

The Kilimanjaro Conservative investment strategy primarily seeks to preserve capital by investing in lower risk assets. This TFSA portfolio is heavily focused on investing in assets that have a higher degree of certainty of return, over the uncertainty of return sacrificing higher

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Denali Growth & Income TFSA Basket

The Denali Growth & Income strategy seeks to achieve both capital growth and investment income. This portfolio favours assets that offer certainty of return over the uncertainty of return. However, it strives to strike a good balance of growth and

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Aconcagua Growth TFSA Basket

The Aconcagua Growth strategy is focused on capital appreciation as a primary investment objective, rather than income preservation. As such this aggressive portfolio is biased towards investing in assets with a higher degree of uncertainty of returns in the pursuit of greater

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Grindrod Global Equity Income Growth Feeder Fund

This portfolio is a feeder fund. The primary objective of this feeder fund is to provide income to investors and capital growth over the long term. To achieve its investment objective the portfolio will, apart from assets in liquid form,

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Kagiso Islamic Balanced Fund

This fund is suitable for Muslim investors requiring a Sharia-compliant portfolio appropriate for retirement schemes. Investors would also be seeking to build and grow their long-term retirement savings, while preserving the purchasing power of their capital over the long-term and

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Kagiso Islamic Equity Fund

In order to achieve its objectives, the fund will generally be invested in a diversified portfolio of South African equities subject to the statutory investment limitations. The fund employs our investment process, with several filtering layers implemented over and above

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Coronation Property Equity

The Coronation Property Equity Fund is a sector-specific equity fund that invests in quality listed property assets. The fund is suitable for investors: Requiring a regular stream of income from their capital base. Seeking an asset class with a lower

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SA Stock Brokers Capital Tax-free Savings and Investment Account

The SA Stock Brokers Capital Tax-free Savings and Investment Account aims to encourage individuals to save by offering them market exposure through Exchange Traded Funds (ETFs) combined with favourable cost benefits. SA Stock Brokers Capital takes the approach of creating a

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Sanlam Investment Management Balanced Fund

This is a multi asset class fund which aims to grow capital steadily while providing income over the medium to longer term. The preservation of real capital is of primary importance in achieving this objective. The fund is Regulation 28 compliant

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Sanlam Inflation Plus Fund

This is a multi asset low equity fund which aims to deliver smooth, positive real returns (adjusted for the effects of inflation) targeting CPI +4% over a rolling 3 year period. Equity exposure is limited to 40%. The fund is

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Sanlam Global Balanced Fund of Funds

The Fund is an actively managed Rand denominated offshore portfolio that is well diversified in terms of asset classes (equities, bonds, property & cash), countries and currencies. It aims to provide investors with maximum long-term capital growth without transcending the

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NewPalladium ETF

NewPalladium continuously tracks the palladium spot price and enables investors to invest in a listed instrument (structured as a debenture) in which each security is equivalent to approximately 1/100th ounces of palladium and is fully backed/covered by holdings of palladium

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Investec Worldwide Equity Feeder Fund

The Investec Worldwide Equity Feeder Fund aims to provide capital growth. The secondary aim is to provide a reasonable level of income. The Fund is a feeder fund whose underlying fund invests primarily in international equity securities (e.g. company shares) listed

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A beginners guide to ETFs

A tax-free investment you didn’t know about