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.

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:

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: