Local portfolios

Overberg clients will have direct ownership of JSE listed equities, real estate holdings, preference loan stocks, and government bonds.
OAM Local Growth Performance vs JSE All Share Index (Index points)
Why is direct ownership essential?

Direct ownership cuts out many layers of costs and inefficiencies associated with unit trusts. Direct ownership ensures the compounding of a superior performance advantage over time.

Local Portfolio administration

Your portfolio will be in the safe custody of Investec Securities, Standard Bank Group Securities, Nedbank Private Wealth or PSG Stockbrokers. Constant availability and a quick and flexible response are fundamental to our client relationships. Clients have access to their latest investment positions via a daily update on the Investec, Standard Bank, Nedbank or PSG website. We produce customised statements and investment reports to specific requirements.

Non-discretionary retirement funds

Retirement fund clients with living annuities, retirement annuities, provident preservation funds, pension preservation funds and endowment funds, who previously were limited in their choice to unit trusts and other collective investment schemes, can now for the first time via the Sanlam Glacier Platform and Momentum Galaxy Platform make use of our individually tailored, private share portfolios, thereby boosting their investment returns.

Some things are | beyond wealth

Local Portfolios: the risks and returns

Mandate tailored to your investment objectives

Each individual portfolio is designed to match your exact needs. 

Defensive

Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.

Income

Investors who want to protect their capital and achieve some real increase in the value of their investment.

Balanced

Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.

Growth

Aggressive investors who want substantial capital growth. Considerable year-to-year fluctuations in value are acceptable in exchange for a potentially high long-term return.

Model a portfolio according to your needs
RISK PROFILE
PORTFOLIO
High Risk

Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.

Growth

Local Growth

New Investor

Progressive Growth

SmallCap

Medium Risk

Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.

Balanced

Local Balanced 

Balanced Rand Hedge

Regulation 28 Balanced

Regulation 28 Rand Hedge

Sharia

Property Based

Low Risk

Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.

Defensive

Local Defensive

Income

Local Portfolio risks vs returns

Mandate tailored to your objectives

Each portfolio is designed to match your exact needs. The following table provides a broad guideline on risk/return categories:

Defensive

Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.

Income

Investors who want to protect their capital and achieve some real increase in the value of their investment.

Balanced

Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.

Growth

Aggressive investors who want substantial capital growth. Considerable year-to-year fluctuations in value are acceptable in exchange for a potentially high long-term return.

Model a portfolio according to your needs
RISK PROFILE
High Risk

Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.

Local Growth Portfolio

New Investor

Progressive Growth

SmallCap

Medium Risk

Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.

Local Balanced Portfolio

Balanced Rand Hedge

Regulation 28 Balanced

Regulation 28 Rand Hedge

Sharia

Property Based

Low Risk

Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.

Local Defensive Portfolio

Income

Invest Local

Spend time with our team and find out if a Local Porfolio is best suited for you.

Local Factsheets

We provide detailed quarterly fact sheets covering our Local Portfolios’ performance against key local benchmarks. Learn more

Our Global Portfolios

Overberg also offers investors a unique opportunity to invest in international closed-end investment companies. Learn more

Invest Local

Spend a little time with our team and find out if our Local Porfolio is right for you.

Local Fact Sheets

We provide detailed quarterly fact sheets covering our Local Portfolios’ performance against key local benchmarks. Learn more

Our Global Portfolio

Overberg also offers investors a unique opportunity to invest in international closed-end investment companies. Learn more

Interested?

We understand investing is about more than just wealth. Allow us to help you chart the course.

Unsure about something?
Feel free to contact one of our experienced team members with your queries.

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