Advisory Portfolios
Are you searching for a comprehensive solution that allows you to self-manage your portfolio with the benefit of having a portfolio manager on call? Our Advisory portfolio is for you.
Open an account today and start your investment journey.
Some of the benefits
Expert Advice
You get a financial advisor who can use the advisory portfolio to house your custom solutions
Partnership
We partner with you to provide curated content that generates ideas and solutions for your portfolio
Risk management
We’ve designed our investment process to identify opportunities and insights to assist you in managing your portfolio risk
Tailored portfolio
Take charge of your investment journey and decide how the portfolio is constructed
Discretionary portfolios details
What you get
- Hold exchange-traded assets across multiple asset classes using our global platform
- Get a flexible portfolio to create and house a bespoke solution for themselves
- Self-manage your investments and get some investment support when making changes to your portfolios
- Access to our content and a portfolio manager to assist in your decision-making
- Have an intermediated channel use the agency/non-discretionary mandate to house solutions as part of a more holistic approach on your behalf.
- Receive investment views, suggestions from our investment process on market opportunities for return, and tips for managing portfolio risks
Download brochure for more advisory portfolio information
How it works
These portfolios provide access to investments made using direct securities (contracts), exchange-traded funds (ETF) or structured products (market-linked investment) and are:
- Suitable for investors looking for flexible portfolios to create and house bespoke solutions
- Who are comfortable with stock market fluctuations and potential capital loss
- Considering an investment horizon of typically more than five years.
- Domestic Advisory portfolio
- This is for investors looking to explore global opportunities in ZAR
- Global Advisory portfolio
- Suitable if you want to access global opportunities in the USD
What it costs
- Management fee of 0.40% excluding VAT for global and domestic portfolios
- Brokerage fee of 0.50% excluding VAT
- Minimum investment of R 2 000 000 for local portfolios and $ 125 000 for global portfolios
How to get it
- Contact Standard Bank Securities
- South Africa 0860 121 161
- International +27 11 415 5000
- Send us an email [email protected]
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What you get
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How it works
-
What it costs
-
How to get it
- Hold exchange-traded assets across multiple asset classes using our global platform
- Get a flexible portfolio to create and house a bespoke solution for themselves
- Self-manage your investments and get some investment support when making changes to your portfolios
- Access to our content and a portfolio manager to assist in your decision-making
- Have an intermediated channel use the agency/non-discretionary mandate to house solutions as part of a more holistic approach on your behalf.
- Receive investment views, suggestions from our investment process on market opportunities for return, and tips for managing portfolio risks
Download brochure for more advisory portfolio information
These portfolios provide access to investments made using direct securities (contracts), exchange-traded funds (ETF) or structured products (market-linked investment) and are:
- Suitable for investors looking for flexible portfolios to create and house bespoke solutions
- Who are comfortable with stock market fluctuations and potential capital loss
- Considering an investment horizon of typically more than five years.
- Domestic Advisory portfolio
- This is for investors looking to explore global opportunities in ZAR
- Global Advisory portfolio
- Suitable if you want to access global opportunities in the USD
- Management fee of 0.40% excluding VAT for global and domestic portfolios
- Brokerage fee of 0.50% excluding VAT
- Minimum investment of R 2 000 000 for local portfolios and $ 125 000 for global portfolios
- Contact Standard Bank Securities
- South Africa 0860 121 161
- International +27 11 415 5000
- Send us an email [email protected]
What are Exchange-traded funds (ETFs)?
Exchange-Traded Funds, or ETFs (with the exception of commodity ETFs) are listed participatory interests in the assets of a collective investment scheme that are bought and sold like a normal share on an exchange through your traditional stock broker or online broker.
ETFs in South Africa are regulated by the Financial Sector Conduct Authority (FSCA) with the exception of commodity ETFs, which are listed and regulated by the JSE. ETF structure and fees are transparent so you can relax knowing there won’t be any nasty surprises down the line.
When is an agency (or advisory) mandate appropriate?
When the client has a strong desire to be in charge of their own investment journey and how the portfolio is constructed. In addition, an intermediated channel may use the agency mandate to house solutions as part of a more holistic approach to addressing and tailoring outcomes for clients.
Advisory portfolios are best suited for?
Investors who want to self-manage their investments but seek some investment context when making changes to their portfolios.
Investors who are actively seeking access to global opportunities in USD or domestic opportunities in ZAR, and want a flexible portfolio to create and house a bespoke solution for themselves.
Investors that are comfortable with stock market fluctuations, potential capital loss and have an investment horizon of more than five years.
Investors who are actively seeking access to global opportunities in USD or domestic opportunities in ZAR, and want a flexible portfolio to create and house a bespoke solution for themselves.
Investors that are comfortable with stock market fluctuations, potential capital loss and have an investment horizon of more than five years.