We offer investment brokers access to investments managed on the principle of multiple fund investments, spread across a selection of other funds of asset managers like Allan Gray, Coronation, Investec, Prudential and others that each have different mandates, management styles and philosophies. The nett result is consistent and healthy growth.
The resulting investments called ‘Fund of Funds’ are managed according to mandated risk profiles of the investors.
The benefits to the investment broker and their clients are:
- Cost-effectiveness. Fees are negotiated with asset management companies on a fund level, which is far more competitive than on individual level
- Effective investment management. Changes between underlying funds are done within the funds, which results in:
- Simplified processes,
- No Capital Gains Tax payable and
- Effective and rapid implementation of changes
- The investment committee gathers quarterly and evaluates the investment strategy. If any changes are required, these are made if needed.
In line with our approach to partner with the investment broker, we provide various resources to assist the broker in their marketing and reporting to their customers. Please visit our FUND FACT SHEET page for more.
Sage Multi Managers is a licensed discretionary investment management company.
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Sage FR Conservative FoF
To provide a limited level of capital protection, the portfolio’s equity exposure may not exceed 40% of the portfolio’s net asset value. Investments to be included in the portfolio will, apart from assets in liquid form, consist of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective, investing in, amongst others, equity securities, property securities, non-equity securities, money market instruments, preference shares, listed and unlisted financial instruments, bonds and other interest-bearing instruments and securities.
Risk profile: Conservative
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Sage FR Moderate FoF
The portfolio’s net equity exposure ranges between 0% and 60% of the portfolio’s net asset value. Investments to be included in the portfolio will, apart from assets in liquid form, consist of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa, which is consistent with the portfolio’s primary objective, investing in, amongst others: equity securities, property securities, non-equity securities, money market instruments, preference shares, listed and unlisted financial instruments, bonds and other interest-bearing instruments and securities.
Risk profile: Conservative to moderate
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Sage FR Balanced FoF
Investments to be included in the portfolio will, apart from assets in liquid form, consist of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective, investing in, amongst others, equity securities, property securities, non-equity securities, money market instruments, preference shares, listed and unlisted financial instruments, bonds and other interest- bearing instruments and securities. The portfolio’s equity exposure will be limited to maximum 75% of the portfolio’s net asset value.
Risk profile: Moderate to Moderate-Aggressive
ABOUT SAGE MULTI MANAGERS
SAGE MULTI MANAGERS is an authorized financial services provider (FSP number 47866) in terms of Section 8 of the FAIS Act.