Sleep Well At Night While We Grow Your Wealth.
We navigate your success journey with
expertise and dedication.
About GraySwan
Wealth management solutions to private investors, family offices and to financial advisors.
Asset consulting & performance & risk reporting services to retirement funds, umbrella funds, medical aid schemes, short-term insurers & other corporate investros.
Track Record
Consistent superior 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, Mossel Bay, Johannesburg & Pretoria.
OUR SERVICES
Building a legacy of excellence.
From tailored wealth strategies to institutional consulting and forward-thinking research, we deliver integrated solutions that empower investors to grow, innovate, and succeed with confidence.c
We provide global best practice advice tailored to your specific financial needs and risk appetite, allowing you to determine your path to wealth generation.
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.
We provide objective, transparent, high-conviction & measurable value add investment consulting services to help institutional investors be the best in their industry.
With access to futurists, global experts and data-driven research, we deliver insights that are forward-thinking, giving you the freedom to confidently explore.
Our success is defined not only by financial performance but by the values that guide us. With over 150 years of combined investment experience, a commitment to social responsibility, and a female-empowered leadership team, we’re building a legacy that balances profitability with purpose.
＞ 150
Years investment experience.
5% – 10%
Profits allocated to our Charitable Trust.
＞ R35 billion
Assets under Advice and Management
＞ 150
Years investment experience.
＞ 150
Years investment experience.
＞ 150
Years investment experience.
Our Funds
Proven performance backed by measurable results.
| FUND | FUND Description | Performance | Peer Group** | OUTPERFORMANCE |
|---|---|---|---|---|
|
GraySwan SCI
Factsheet
View Fund
Aggressive Fund |
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.
|
127.02%
|
118.12%
|
+8.90%
|
|
GraySwan SCI
Factsheet
View Fund
Moderate Fund |
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.
|
114.07%
|
107.80%
|
+6.27%
|
|
GraySwan SCI
Factsheet
View Fund
Cautious Fund |
The Fund targets high income and stable reasonable growth whilst aiming (no guarantee) to preserve capital over shorter-term periods.
|
109.96%
|
105.03%
|
+4.93%
|
|
GraySwan SCI
Factsheet
View Fund
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.
|
61.63%
|
59.29%
|
+2.34%
|
Market Overview.
THE TEAM
Our strength is in our people.
Research & reports
Market & research updates
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 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
Explore our collection of video resources for insights, updates, and expert perspectives from the GraySwan team.
Latest insights
Don’t miss our latest insights.
Stay informed with our latest insights, market commentary, and expert perspectives on global investment trends.
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