Our product range consists of:

  • Money market funds
  • Dividend funds
  • Preference share trusts
  • Cash plus funds
  • Income funds

We consider the tax implications of all these investments.

Segregated mandates are available to clients with cash balances over R100m.

  • They are managed by the fund managers of the funds
  • Mandates can be customised to investors’ requirements
  • They can be monitored against a chosen benchmark
  • We can facilitate the tender process and assist with analysis