INVEST

INVEST

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 adapt to meet personal investment goals.

GraySwan Fund of Funds

CAUTIOUS FUND OF FUNDS

To outperform the ASISA South African Multi-Asset Low Equity Category over any 3-year rolling period. The fund will consist of a mix of collective investment scheme portfolios investing in equity, bond, property markets and money market instruments.

The fund is ideally suited to the investor requiring a cautiously managed, well diversified, actively managed multi-asset and multi-manager investment portfolio.

MODERATE FUND OF FUNDS

To outperform the ASISA South African Multi-Asset Medium Equity Category over any 3-year rolling period. The fund will consist of a mix of collective investment scheme portfolios investing in equity, bond, property markets and money market instruments.

The fund is ideally suited to the investor that requires a well-diversified and actively managed multi-asset and multi-manager investment portfolio.

AGGRESSIVE FUND OF FUNDS

To outperform the ASISA South African Multi-Asset High Equity Category over any 3-year rolling period. The fund will consist of a mix of collective investment scheme portfolios investing in equity, bond, property markets and money market instruments.

The fund is ideally suited to the investor looking to maximise long term capital and requires a well-diversified, actively managed multi-asset and multi-manager investment portfolio.

INTRODUCING

THE WORLDWIDE FLEXIBLE FUND

GraySwan has expanded our Fund of Funds range with the launch of our new unconstrained global best investment views 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.

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Market Statistics

Every month we produce a range of reports to empower our clients to stay abreast of the movements in investment markets as well as the performance of investment managers who manage the assets of our clients.

Our Market Statistics encapsulate the short, medium and long-term performance and risk of our local as well as offshore markets.

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Peergroup 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:

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