Local portfolios
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.
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.
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.
- Base currency: South African Rand
- Standalone Private Portfolio
- Benchmark: Mix of JSE, All Bond, REIT and Cash indices
- Asset Allocation: Flexible mix of equities, real estate holdings, preference loan stock, government bonds and cash
Some things are | beyond wealth
Local Portfolios: the risks and returns
Each individual portfolio is designed to match your exact needs.
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
Investors who want to protect their capital and achieve some real increase in the value of their investment.
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
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.
Your portfolio can be modelled on one of the options listed in the table below and adjusted in terms of growth profile, income generation and exposure to a specified sector or asset class:
Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.
- Local Growth
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
- Local Balanced
- Local Income
- Regulation 28
- Onshore Global ETF
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
- Local Defensive
Local Portfolio risks vs returns
Each portfolio is designed to match your exact needs. The following table provides a broad guideline on risk/return categories:
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
Investors who want to protect their capital and achieve some real increase in the value of their investment.
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
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.
Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.
New Investor
Progressive Growth
SmallCap
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
Balanced Rand Hedge
Regulation 28 Balanced
Regulation 28 Rand Hedge
Sharia
Property Based
Investors who want stability and are more concerned with protecting their capital than increasing the real value of their investment.
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.
Please complete all fields
