GRAYSWAN
TOP-PERFORMING PRODUCTS
Range of Funds
Tax-Free Savings
Offshore Megatrend
Structured Products
GraySwan offers you the freedom to determine your path to superior long-term wealth generation.
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.
We provide independent and global best practice advice tailored to our private client investors’ specific financial needs and risk appetite. Investors can choose to either control each investment decision (non-discretionary advisory service) or allow us to make day-to-day investment decisions on their behalf (discretionary wealth management service).
Our world-class strategies and innovative products support future growth with new ways to preserve and create value that adapts to meet personal investment goals.
View our Range of GraySwan Funds brochure below:
FUND AVAILABLE ON LISP PLATFORMS:
GraySwan Range of Funds
GRAYSWAN SCI CAUTIOUS FUND OF FUNDS
The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Multi-Asset Low Equity category (after investment management fees) over any 3-year rolling period.
The Fund, therefore, targets high income and stable reasonable growth whilst aiming (no guarantee) to preserve capital over an investment time horizon of 3 years
GRAYSWAN SCI MODERATE FUND OF FUNDS
The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Multi-Asset Medium Equity category (after investment management fees) over any 3-year rolling period.
The Fund, therefore, 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 SCI AGGRESSIVE FUND OF FUNDS
The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Multi-Asset High Equity category (after investment management fees) over any 3-year rolling period.
The Fund, therefore, 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 SCI WORLDWIDE FLEXIBLE FUND
The Fund aims to consistently outperform the Association for Savings and Investment South Africa (ASISA) South-African Worldwide Flexible category (after investment management fees) over any 5-year rolling period.
The Fund, therefore, 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.
OUR TAX-FREE SAVINGS ACCOUNT
THE GRAYSWAN SCI WORLDWIDE FLEXIBLE FUND
In investment markets where the only constant is change, the ability to freely discover, adapt, innovate and implement best-thinking global investment ideas without any constraint provides us with the best probability of short, medium and long-term success. GraySwan offers our unconstrained global best investment views via the GraySwan SCI Worldwide Flexible Fund.
Thematic Offshore Megatrend Funds
MEGATREND $ GLOBAL EQUITY FUND
The investment objective is to outperform the MSCI All Countries World Index (MSCI ACWI) over any 5-year rolling period by investing in a mix of megatrends, thematic funds, exchange-traded funds (ETFs) and indices related to disruptive technologies and Environmental, Social and Governance (ESG) considerations.
Megatrend $ Commodities For Change Fund
The commodity portfolio seeks to be responsive to change by enhancing traditional commodities with commodities used in the creation of a more sustainable future. Sustainable commodities will replace fossil fuels as the world’s main energy source, as the world increasingly pushes for cleaner and more sustainable development goals. The proposed underlying investment portfolio’s objective is to outperform the Bloomberg Commodity Index over any 5-year rolling period by investing in industries which take advantage of the transition from traditional commodities and fossil fuels to next-generation commodities and renewable energy sources.
Peer Group ScoreCards
We use these ScoreCards and our SWAN rating process as an initial screening methodology in our investment manager research process. We typically look for funds that score a minimum of a 3 SWAN rating consistently over the short, medium and long term with a strong preference for 4 SWAN and 5 SWAN rated funds. Such funds are then considered for further qualitative due diligence which forms the most important part of our selection process.
We have regrouped our ScoreCards into five different publications grouped according to the asset class as follows: