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| Fund Management |
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We manage investment portfolios for institutional investors as well as private investors and offer a range of portfolio options to suit investor investment objectives and risk tolerance Equity Portfolios Using our local knowledge and expertise we manage portfolios of equities listed on the East African Stock Exchanges. We are growth investors by nature seeking to identify quality companies that will deliver long term value Fixed Income Portfolios We select high yielding interest bearing assets that comply with our rigorous risk assessment and construct income generating portfolios to suit investor requirements for income within risk parameters acceptable to the client Balanced Portfolios For clients wishing to combine an element of capital growth with a requirement for regular income we suggest a balanced portfolio of equities and fixed income securities Offshore Portfolios We have teamed up with a number of global and regional fund mangers to bring a selection of global and regional equity, fixed income, balanced and real estate funds to our clients. In particular we are able to introduce clients to the investment products offered by Franklin Templeton, one of the largest global fund managers. More information about the products and services offered by this giant global asset manager can be found on www.franklintempleton.co.za Contact us for details of how you can benefit from these exciting products to manage your wealth. |