Investment Approach

Funds SA acts as a 'manager of managers'. We work with fund managers to deliver tailored investment solutions that meet individual, specific needs.

Our investment approach is to:

  • work with our clients to develop an optimal investment strategy. This is the foundation of successful long-term investment performance and risk management;
  • develop active strategies for each asset class, consistent with agreed risk and return objectives; and
  • implement investment strategies by engaging professional fund managers to manage each asset class.

Funds SA's investment processes and strategies have been developed in accordance with the defined time horizon of the investment.

Time horizons and the level of acceptable risk varies for each investor and each investment. To accommodate the needs of investors, Funds SA offers a variety of pre-mixed investment strategies and single sector funds that can be used in combination or as single investment strategies.