What we offer

Flexible solutions to help you meet your goals
Flexible solutions to help you meet your goals

Since 1991, we’ve been passionate about helping our clients to grow and preserve their wealth.

Whether you’re looking to save towards a specific goal, grow your retirement nest egg, invest offshore, or want easy access to your money, we have a range of solutions and funds that can meet your needs.
Invest in your future

Knowing what you want to achieve in every phase of your life is an important first step towards financial success. Planning how to get there comes next. Set your lifestyle plan in motion by starting to save today.

Having a plan and sticking to it, will propel you on your journey to financial security.

 

 

Benefits of a savings plan

01

It encourages you to budget and avoid unnecessary spending.

02

You can create a financial buffer for when an emergency hits.

03

It helps you prioritise your short-, medium- and long-term needs.

The importance of financial advice

The decisions you make today around money can have a far-reaching impact on the quality of your life – now and for many years to come. A financial advisor can help you draw up a monthly budget, set financial goals, determine how much investment risk you can take, identify which funds and products may be suitable for your needs, save tax and do estate planning.

Your financial road map may need tweaking, but an advisor will typically review your plan annually and make changes where necessary. We recommend speaking to your financial advisor before making any investment decision.

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Important information

All information and opinions provided are of a general nature and are not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an advisor or in a fiduciary capacity. No one should act upon such information or opinion without appropriate professional advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information but we make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. We do not undertake to update, modify or amend the information on a frequent basis or to advise any person if such information subsequently becomes inaccurate. Any representation or opinion is provided for information purposes only.

In the event that specific funds are mentioned please refer to the relevant fact sheet in order to obtain all the necessary information in regard to that fund.

Collective Investment scheme funds are generally medium to long term investments. The value of participatory interests may go down as well as up and past performance is not necessarily a guide to the future. Funds are traded at ruling prices and can engage in borrowing and scrip lending. The fund may borrow up to 10% of its market value to bridge insufficient liquidity. A schedule of charges, fees and adviser fees is available on request from the manager. Additional adviser fees may be paid and if so, are subject to the relevant FAIS disclosure requirements.

Investment Team: There is no assurance that the persons referenced herein will continue to be involved with investing for this Fund, or that other persons not identified herein will become involved with investing assets for the Manager or assets of the Fund at any time without notice.

Investment Process: Any description or information regarding investment process or strategies is provided for illustrative purposes only, may not be fully indicative of any present or future investments and may be changed at the discretion of the manager without notice. References to specific investments, strategies or investment vehicles are for illustrative purposes only and should not be relied upon as a recommendation to purchase or sell such investments or to engage in any particular strategy. Portfolio data is expected to change and there is no assurance that the actual portfolio will remain as described herein. There is no assurance that the investments presented will be available in the future at the levels presented, with the same characteristics or be available at all. Past performance is no guarantee of future results and has no bearing upon the ability of Manager to construct the illustrative portfolio and implement its investment strategy or investment objective.

Certain Ninety One SA funds are offered as long-term insurance policies issued by Ninety One Assurance Limited, a registered insurer in terms of the Long-term Insurance Act. These pooled products are administered by Ninety One SA (Pty) Ltd (an authorised financial services provider) and underwritten by Ninety One Assurance Limited.

This is the copyright of Ninety One SA (Pty) Ltd and its contents may not be re-used without Ninety One’s prior permission. Ninety One SA (Pty) Ltd is a member of the Association for Savings and Investment SA (ASISA). Ninety One SA (Pty) Ltd & Ninety One Investment Platform (Pty) Ltd are authorised financial services providers.