Targeted return strategies

Our inflation targeted investment strategies are managed in collaboration with the following reputable local and international asset managers:

Coronation Fund Managers Allan Gray Prescient
Investec BlackRock Inc. Pimco

Our investment strategies enable:

  • style diversification by blending active and passive investments with exposure to all asset classes
  • efficient tax management with the combination of retirement- and discretionary monies
  • optimal planning for consistent real returns (above inflation) with less volatility commonly caused by the up and down movement of financial markets
  • reduced total cost through a combined asset pool of roughly R6 billion and the use of "tracker funds" or passive investments that follow an index

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