Contents

Contents

Local Portfolio

Overberg Asset Management clients will have direct ownership of JSE listed equities, real estate holdings, preference loan stock, and government bonds.

Direct ownership

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 and Nedbank Private Wealth 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, or Nedbank 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.

Mandate tailored to your investment objectives

Each individual portfolio is designed to match your exact needs and expectations. 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 - Low risk


Investors who want reasonable but relatively stable growth. Some fluctuations are tolerable, but investors want less risk than attributable to a fully equity based investment.

Balanced - Medium risk


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


Growth - Low risk


Mildly aggressive investors who want good real growth in their capital. A fair amount of risk is acceptable.




Growth - Medium risk


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


Growth - High risk


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.

Performance factsheets

We have monitored the performance of our first clients as shown in our performance factsheets. The factsheets fit into the following broad categories:

Performance factsheet archive

Weekly market report

Overberg produces a unique weekly market report condensing global financial developments and SA market news in a concise easy to read document. The report keeps you up to date on global and local financial developments.

View our Weekly market report