Overberg Asset Management clients will have direct ownership of JSE listed equities, real estate holdings, preference loan stock, and government bonds.
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 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.
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.
Each individual portfolio is designed to match your exact needs and expectations. 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 reasonable but relatively stable growth. Some fluctuations are tolerable, but investors want less risk than attributable to a fully equity based investment.
Investors who want moderate capital growth and are willing to accept moderate fluctuations in capital value.
Mildly aggressive investors who want good real growth in their capital. A fair amount of risk is acceptable.
Moderately aggressive investors who want high growth in their capital. High year-to-year fluctuations in capital value are acceptable.
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.
We have monitored the performance of our first clients as shown in our performance factsheets. The factsheets fit into the following broad categories:
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