MULTI-MANAGER
Our multi manager fund range is structured to provide professionally managed exposure to South African and global financial markets through a selection of equity, fixed income, property and money market funds. Through proprietary research, combined with specialist investment skills we are able to select and blend funds into appropriate risk profiled choices. Our complete domestic risk profiled range provides clients with the flexibility to select a fund whose benchmark and risk profile match their investment needs.
We have combined appropriate asset classes and the talents of some of the foremost South African and International investment managers to create the Analytics multi-manager fund range. These funds have been designed to target inflation beating returns over time and are crafted to provide managed solutions to meet the diverse investment goals and risk profiles.
OUR
PROCESS
OUR
PROCESS
Macro Views
Asset Allocation
Manager Research
Portfolio Construction
Portfolio Monitoring
Macro
Views
Asset
Allocation
Manager
Research
Portfolio
Construction
Portfolio
Monitoring
OUR BENEFITS
Professional Portfolio Management
Access to a dedicated team of independent investment professionals to create FAIS compliant portfolios and a FAIS compliant investment process.
Specialist Multi-Management Team
With access to a rich pool of internal research, external resources and proprietary tools, Analytics aims to provide exposure to the top South African and international fund management houses. Furthermore, our multi-manager team uses specialist input to actively manage the overall asset allocation to take account of changing market conditions, risks and opportunities.
Investment Flexibility
You may switch between portfolios and risk profiles, as your circumstances change, allowing you to meet your changing personal investment goals.
Capital Gains Tax efficiency
A multi-manager fund or fund of funds is a registered unit trust, therefore no Capital Gains Tax (CGT) is currently levied on capital gains made within the funds. The investment manager is therefore able to manage the investment more tax efficiently, as you will only incur CGT on actual disinvestments.
