Local Investments - FAQS

What Clients Ask

What are local investments?
Local investments refer to assets based within South Africa, such as local equities, bonds, property, and income funds. They allow you to benefit from opportunities within the domestic economy while reducing currency-related uncertainty.
Local investments help ground your portfolio, providing diversification and exposure to sectors and companies that directly reflect South Africa’s economic growth. They also offer opportunities for competitive returns, lower transaction costs, and greater familiarity with the market environment.
We assess your risk appetite, investment horison, financial goals, and cash‑flow needs. Based on this, we create a tailored portfolio or recommend one of our model portfolios — each designed to align with your personal investment objectives.
All investments carry some level of risk. However, a diversified local portfolio — spread across asset classes and managed by experienced professionals — helps reduce unnecessary risk while still aiming for long‑term growth. We ensure your portfolio reflects a risk level you are comfortable with.
Our Discretionary Fund Manager (SMMI) actively manages your portfolio, adjusting asset allocations based on market conditions, economic trends, and opportunities for growth. This ensures your investments remain aligned with your financial strategy over time.
Absolutely. In fact, a balanced mix often provides the best long‑term outcomes. We integrate both local and global investments where appropriate to enhance diversification and improve risk‑adjusted returns.
You begin with a consultation where we understand your financial objectives, current position, and risk profile. From there, we recommend a customised investment strategy and guide you through the onboarding process.

BEGIN YOUR JOURNEY

Connect With an Advisor Today