Sleep Well At Night.
While we grow your wealth.
Wealth. Invest. Consult.
WEALTH
INVEST
CONSULT
CSI
INSIGHTS
TEAM
CONTACT
GRAYSWAN AT A GLANCE
TRACK RECORD
Consistent top performers at lower risk and lower fees than our peers.
AWARDS
Raging Bull Award Winner 2023. Nominated by Morningstar Awards for Investing Excellence South Africa 2024. Nomination for CityWire’s Manager of the Year in Mixed Assets – Balanced ZAR in 2023 & 2024.
CLIENTS
South Africa, Dubai, London, Canada and across the globe.
FOOTPRINT
Stellenbosch, Somerset West, George, Johannesburg & Pretoria.
GRAYSWAN OFFERS WEALTH MANAGEMENT SOLUTIONS TO PRIVATE INVESTORS, FAMILY OFFICES AND TO FINANCIAL ADVISORS.
WE ALSO OFFER ASSET CONSULTING AND PERFORMANCE AND RISK REPORTING SERVICES TO RETIREMENT FUNDS, UMBRELLA FUNDS, MEDICAL AID SCHEMES, SHORT-TERM INSURERS AND OTHER CORPORATE INVESTORS.
＞ R25 Billion
Assets under advice and management.
＞ 150 Years
Investment experience.
5% - 10%
Profits allocated to our Charitable Trust.
＞ 56%
Female empowered business.
EXPLORE OUR TOP-PERFORMING FUNDS
GraySwan solely focuses on delivering superior risk-adjusted performance, utilising our unique and proven high conviction and actively managed investment process.
We grow your wealth, and we’re really good at it. Our Funds have consistently outperformed the industry over the short, medium and long term, at lower risk and lower fees. We have been nominated in 2024 by both Morningstar and Raging Bull for top 3 performers across our range of multi-asset class Funds. On 11 March 2024, the GraySwan SCI* Moderate Fund of Funds won a Raging Bull award. Being shortlisted is a testament to our dedicated team’s hard work, different thinking and daily commitment to delivering performance and service excellence.
The results are proof of an investment process that works and has been refined over two decades of advising and managing most of the largest and most prestigious institutional investors’ assets in South Africa. Over the past 7 years, we have expanded our institutionalised global best practice offering to private investors, family offices and financial advisors.
Fund of Fund Cumulative Performance since inception on 4 July 2017
Flexible Fund Cumulative Performance since inception on 9 May 2022
* Sanlam Collective Investment Scheme
**ASISA Multi-Asset Peer Group
GRAYSWAN SANLAM COLLECTIVE INVESTMENTS (“SCI”) CAUTIOUS FUND OF FUNDS
The Fund targets high income and stable reasonable growth whilst aiming (no guarantee) to preserve capital over shorter-term periods.
GRAYSWAN SANLAM COLLECTIVE INVESTMENTS (“SCI”) MODERATE FUND OF FUNDS
The Fund targets moderate real returns and is aimed at investors that have a medium risk tolerance and an investment time horizon of at least 3-years.
GRAYSWAN SANLAM COLLECTIVE INVESTMENTS (“SCI”) AGGRESSIVE FUND OF FUNDS
The Fund targets high real returns and is aimed at investors that have a medium to high-risk tolerance and an investment time horizon of at least 5 years.
GRAYSWAN SANLAM COLLECTIVE INVESTMENTS (“SCI”) WORLDWIDE FLEXIBLE FUND
The Fund targets CPI +6% over the long term with assets invested offshore. For investors who seek our global best-unconstrained views & ideas.
Delve into the world of GraySwan Wealth and explore the comprehensive insights showcased in our brochure. It’s your window to our unwavering dedication to superior performance, innovative strategies, and a commitment to safeguarding your financial interests.
With a focus on consistent growth, lower fees, and expert management, the GraySwan Funds continue to outperform their peers. Even if you’re not a client of GraySwan, you can invest in our superior-performing Funds. We can assist you to invest directly or just ask your financial advisor how to invest.
INDIVIDUAL & FAMILY OFFICE INVESTORS
WEALTH
We provide global best practice advice tailored to your specific financial needs and risk appetite, allowing you to determine your path to wealth generation.
Whether you prefer hands-on control with our non-discretionary advisory service or entrust us with daily investment decisions through our discretionary wealth management service, our commitment to excellence remains unwavering. With world-class strategies and innovative products, we pave the way for future growth, offering unique avenues to preserve and create value that dynamically aligns with individual investment goals.
PRODUCTS & SERVICES
INVEST
Our world-class strategies and innovative products evolve to perform in an ever-changing world, presenting you with the freedom to access new ways of creating value.
INSTITUTIONAL INVESTORS
CONSULT
We provide objective, transparent, high-conviction & measurable value add investment consulting services to help institutional investors be the best in their industry.
OUR RESEARCH
INSIGHTS
With access to futurists, global experts and data-driven research, we deliver insights that are forward-thinking, giving you the freedom to confidently explore.
FREEDOM IS THE INTERSECTION OF WISDOM AND FLIGHT.
At GraySwan, our combined local and offshore investment experience exceeding 150 years affords us a unique and high-conviction vantage point to identify relevant long-term investment themes that empower our client’s aspirations to soar.
It is through the combination of our world-class investment strategies and innovative products that investment freedom abounds – the freedom to dream bigger, to lead global change, to generate superior long-term wealth, to fly.
FIND YOUR FREEDOM WITH GRAYSWAN, YOUR LONG-TERM GLOBAL INVESTMENT THINKING PARTNER.
MARKET & RESEARCH UPDATES
Every month, we produce a wide range of local and offshore research, market statistics and fund reports, providing our clients the freedom to make high conviction and informed long-term investment decisions.
UMBRELLA FUND SURVEY
A survey that offers an objective, transparent & institutionalised investment approach to empower you to understand the Default Investment options offered.
PEER GROUP SCORECARDS
Our bi-annual ScoreCards, conducted across 30 investment fund peer groups, monitor the investment market movements & asset manager performance.
INSIGHTS
Research is the foundation of every investment opportunity. With access to futurists, global experts and data-driven research, we are able to generate powerful insights.
VIDEOS
The GraySwan Sanlam Collective Investments (“SCI”) Worldwide Flexible Fund, now a tax-free savings account, awaits you. Discover the benefits of investing in this unconstrained fund. Watch our video to learn more and seize the opportunity today.
At GraySwan, we redefine wealth management. Experience our institutional high-conviction offering, delivering performance and service excellence with lower risk and fees compared to our peers groups. Elevate your investment journey with us.
Immerse yourself in the world of GraySwan Funds with our captivating introduction video of the GraySwan Worldwide Flexible Fund. Experience our latest unconstrained thinking firsthand.