As a South African investor, you have access to FSB regulated boutique asset managers, which also include private equity, hedge funds and cost effective CIS structures. These award winning portfolios rely on carefully selected boutique asset managers who contribute to a range of diversified investment strategies (Long-Short Equity, Long Only Equity, Fixed Income and Multi Asset).
Highly experienced teams manage an optimal blend of uncorrelated strategies, maximising risk-adjusted returns and reducing poor individual investment decisions. In turn they are each overseen by a regulated institution whose focus is low-volatility and efficient fund structures. This doesn’t necessarily suggest layers of unwarranted fees, as it does layers of insurance.
Allocations to investment strategies constantly change as macro-economic sentiment ebbs and flows. Given the extent to which the current bull cycle has run, sophisticated investors are looking towards the alternatives to reinvest profits and position themselves for volatility which is the new norm.
Integrating alternatives strategies like private equity, hedge funds, structured products reduces your over portfolio risk through diversification, while still remaining invested in traditional and passive asset classes.
Redemptions can become very costly over time and our preferred structures address this. BLACK ONYX represents investment managers who will reduce your overall investment costs with sophisticated portfolio construction. Contact us here for more detail.
As of the 1st of June 2018, many South African financial professionals will be required to earn CPD points to remain “Fit & Proper” (FAIS Act). This affects Key Individuals, Representatives and those under supervision. Click here for more detail. Various professional bodies that support CAs, CFAs, stockbrokers, actuaries, tax consultants, pension and retirements funds to name a few, are also subjected to their own CPD requirements. Please refer to FUND HUB for more detail on our digital solution for all financial professionals.