Independent financial advisers
Investing in a future we need. We are looking out for the next generation in a way that goes beyond wealth creation.
Fund fact sheets
If you have any questions about our funds’ performances or their performance fees, please consult our performance fees FAQs. For information on specific funds, please click here
Standard unit trusts
Unit trusts provide easy access to a world of investment options for your clients.
Tax-free unit trusts
Tax-free unit trusts enable your clients to grow their capital into the future without having to pay tax on dividends, interest earned and capital gains (up to an annual limit of R36 000).
Co-branded unit trusts
We are able to co-brand your clients’ portfolios exclusively for you, using your practice name.
Hedge funds
Hedge funds aim to deliver above-average returns, protecting you from market volatility and uncertainty.