We understand the importance of lasting and sustainable legacies, and pride ourselves in the long-term partnerships we create with the individuals we serve. Our priority is foremost to protect and preserve our clients’ capital, while remaining accessible.
Since its founding in 2002, Sasfin Asset Managers has garnered a reputation as one of South Africa’s leading boutique Asset Managers. Our diverse offering has grown to incorporate a range of equity, income and multi-asset class funds designed to suit the needs of our discerning retail and institutional client base.
Our investment team includes some of South Africa’s most highly-regarded Fund Managers, several of whom have managed large-scale institutional money for decades. This ability to attract top talent has also ensured that the meticulous research produced by our in-house team, coupled by close partnerships with leading global research houses, is always of the highest calibre.
The importance of multi-asset class investing cannot be understated. Globally, the trend in managing one’s holistic wealth is shifting from the focus on a single-asset class focus – i.e. equities or local bonds – towards achieving true portfolio diversification and protected growth through the investment in multiple asset classes.
The Sasfin BCI Prudential Fund is a multi-asset class managed portfolio seeking to deliver long term capital growth and income normally associated with the investment structure of a moderate to high risk profile investor.
The Sasfin BCI Balanced Fund is a multi-asset class moderate risk profile managed portfolio. The primary investment objective of the portfolio is to provide investors with a moderate level of income and capital growth over the long term.
The Sasfin BCI Stable Fund is a cautiously managed multi-asset class portfolio with the investment objective to achieve inflation beating total returns by way of delivering relatively high income with a measure of capital growth over the medium to long term.
This type of investing is generally pursued or preferred by investors who require a constant stream of income at recurring intervals as well as capital preservation. Income investing often involves, but is not limited to, fixed-income instruments that pay out in the form of interest or income distribution. Such investments are viewed as more stable and generally considered less risky than other asset classes but they are not riskless. Bonds are the most common type of fixed income asset. An income investment generally comprises three main aspects: income, capital and yield.
The portfolio is an actively managed, flexible income portfolio that effectively makes asset allocation decisions across high yielding asset classes such as preference shares, non-equity securities, fixed interest instruments (including, but not limited to, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments) and assets in liquid form. The portfolio may from time to time invest in listed and unlisted financial instruments. The manager may also include unlisted forward currency, interest rate and exchange rate swap transactions.
The Sasfin Optimal Income Fund is a solution geared towards the investor seeking an attractive low risk, after-tax yield and portfolio liquidity. The Fund is actively managed with the objective of delivering a consistent return with low capital volatility.
The Sasfin BCI High Yield Fund is an income generating portfolio with the objective to achieve a high level of sustainable income and stability of capital invested.
The Fund is a local money market portfolio. The primary performance objective of the portfolio is to obtain as high a level of current income as is consistent with preservation and liquidity.
Equity investing is an essential ingredient required for long-term growth and wealth accumulation. It is, however, also considered a risky asset class as there is a high probability of capital loss that could be experienced over the short-to-medium term. Equity investing must be a long-term consideration to fully appreciate the benefits of this asset class. Equity growth is achieved through price increase as well through dividends which are declared and paid out which can represent a steady income for investors. Equities can be used as a single asset class investment or combined with other asset classes in a multi-asset class solution.
The Sasfin BCI Equity Fund is a specialist managed equity portfolio that invests in high quality, local and global, listed companies. The portfolio’s objective is to maximise returns over time, particularly during periods of weaker equity market growth.
The Sasfin Global Equity fund invests in high quality global companies that provide exposure to investment opportunities which capitalise on longer-term investment trends driving growth and changing the world.
The portfolio will, apart from assets in liquid form, invest solely in the participatory interests of the Sasfin Global Equity Fund, established under Sasfin Wealth SICAV, domiciled in Luxembourg. The underlying portfolio invests primarily in global equity securities, property related securities, non-equity securities, money market and other interest-bearing instruments, assets in liquid form, financial instruments as well as participatory interests of underlying portfolios of collective investment schemes or other similar schemes with similar objectives.
Our innovative team has broken barriers and earned our company multiple awards.
We are smaller, more personal, independent and highly protective of the preservation and growth of our clients’ capital.
We benefit from being part of the broader Sasfin Group, a bank-controlling company that listed on the JSE in 1987.
Our diverse offering has grown to incorporate a range of equity, income and multi-asset class funds designed to suit the needs of our discerning retail and institutional client base.
Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.