Authorised FSP 55173
A range of optimal funds constructed for Tax Free Savings Accounts (TFSA), discretionary, and retirement savings. All managed using our ACE methodology, these funds provide clarity, diversification, and long-term performance.
Focused on opportunistic themes such as technology, healthcare, and global infrastructure.
Exposure to regional markets including Global, South Africa, the United States, Europe, Asia, and Emerging Markets.
Stable, diversified, Regulation 28 Compliant risk-profiled funds designed for long-term planning and capital preservation.
A hand-picked range of third-party single manager funds selected for their quality, cost-efficiency, and alignment with your investment goals. Together, these make up our Investment Superstore, offering greater choice and flexibility.
Custom-built strategies for high net worth clients, including personalised fund construction, succession planning, and tax-efficient offshore structuring.