We target a net return of CPI + 5.5% over rolling 7-year horizons, employing a diversified portfolio strategy that balances risk with performance.
Our ZAR 3 Billion Core-Satellite Strategic Asset Allocation limits volatility while maximizing exposure to growth sectors worldwide.
Investing in both local and global equities, we ensure robust investments in stable large-cap companies, alongside innovative value-driven alternatives.
Our fixed income strategy consists of domestic sovereign bonds and high yield debt to maintain cash flow and mitigate risk.
Direct allocations to unlisted assets provide opportunities for substantial growth while diversifying our core portfolio.
Allocating strategically in gold and other precious metals acts as a hedge against inflation and market volatility.
The investment mandate lays out our strategic investment goals, emphasizing sustainability and risk management while focusing on long-term growth.
We utilize rigorous risk management techniques and structural frameworks designed to ring-fence assets and isolate risks effectively.
The Core-Satellite strategy diversifies investments across high-quality core holdings while allocating satellites to explore higher alpha opportunities.
Performance reviews are performed quarterly to ensure compliance with our strategic objectives and risk mitigation protocols.
We adhere to Section 7C and Section 25B regulations ensuring optimal tax efficiency in all distributions.
Our investment strategy prioritizes impact-driven ventures that support sustainable and socially responsible business models.