Discretionary Portfolios
Looking to build a portfolio for long-term wealth creation without trading on the stock exchange yourself? Partner with our professionals, who make informed decisions based on your specific needs and aspirations.
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Some of the benefits
Transparency
Managed with a clear investment objective, offering full transparency on holdings and the fee structure
Partnership
Benefit from a trusted relationship with a portfolio manager that keeps you informed of our current investment objectives
Long-term wealth creation
We aim to deliver superior risk adjusted returns for our clients through market cycles aligned to long-term wealth creation
Bottom-up investment process
We evaluate individual companies' fundamentals to identify high-potential investments based on their intrinsic merits
What you get
- Access to portfolio manager who assesses your goals and offers tailored strategies.
- Ongoing management of changes in your portfolio
- A balanced income and capital appreciation by investing across asset classes
- Gain capital growth on your investment
- Full transparency on the holdings in your portfolio as well as the fee structure
- In-house investment committee that represents our best risk-reward, long-term view under each of the respective mandates offered.
Download brochure for more discretionary portfolio information
How it works
Global Balanced USD portfolio
Domestic Equity ZAR portfolio
Domestic Income ZAR portfolio
Domestic Balanced ZAR portfolio
- This is an actively managed portfolio in which investments comprise a combination of global equities, fixed income, property or commodity exposures accessed via ETFs as well as cash. The portfolio seeks to provide a balance of income and capital appreciation by investing across asset classes with a static strategic allocation.
- This is an actively managed portfolio in which investments are made predominantly into direct equity holdings. The equity portfolio prioritises capital growth.
Domestic Equity ZAR portfolio
- This is an actively managed portfolio in which investments are made predominantly into domestic direct equity holdings. The equity portfolio prioritises capital growth.
Domestic Income ZAR portfolio
- This is an actively managed portfolio in which investments are made predominantly into equities, property and fixed income instruments to enhance the income generative attributes of the portfolio in Rands. The equity portfolio prioritises capital growth.
Domestic Balanced ZAR portfolio
- This an actively managed portfolio in which investments are made across multiple asset classes. Unlike the Domestic Equity ZAR portfolio, the Domestic Balanced ZAR portfolio can invest across multiple asset classes win which investments comprise a combination of global equities, fixed income, property or commodity exposures accessed via ETFs as well as cash. This portfolio will have global exposure in addition to South African asset classes. The portfolio is managed to comply with the investment restrictions governing retirement funds in South Africa.
What it costs
- Management fee of 0.40% excluding VAT for global and domestic portfolios
- Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable to each exchange and are in the region of 0.3%
- 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
-
How it works
-
What it costs
-
How to get it
- Access to portfolio manager who assesses your goals and offers tailored strategies.
- Ongoing management of changes in your portfolio
- A balanced income and capital appreciation by investing across asset classes
- Gain capital growth on your investment
- Full transparency on the holdings in your portfolio as well as the fee structure
- In-house investment committee that represents our best risk-reward, long-term view under each of the respective mandates offered.
Download brochure for more discretionary portfolio information
Global Balanced USD portfolio
Domestic Equity ZAR portfolio
Domestic Income ZAR portfolio
Domestic Balanced ZAR portfolio
- This is an actively managed portfolio in which investments comprise a combination of global equities, fixed income, property or commodity exposures accessed via ETFs as well as cash. The portfolio seeks to provide a balance of income and capital appreciation by investing across asset classes with a static strategic allocation.
- This is an actively managed portfolio in which investments are made predominantly into direct equity holdings. The equity portfolio prioritises capital growth.
Domestic Equity ZAR portfolio
- This is an actively managed portfolio in which investments are made predominantly into domestic direct equity holdings. The equity portfolio prioritises capital growth.
Domestic Income ZAR portfolio
- This is an actively managed portfolio in which investments are made predominantly into equities, property and fixed income instruments to enhance the income generative attributes of the portfolio in Rands. The equity portfolio prioritises capital growth.
Domestic Balanced ZAR portfolio
- This an actively managed portfolio in which investments are made across multiple asset classes. Unlike the Domestic Equity ZAR portfolio, the Domestic Balanced ZAR portfolio can invest across multiple asset classes win which investments comprise a combination of global equities, fixed income, property or commodity exposures accessed via ETFs as well as cash. This portfolio will have global exposure in addition to South African asset classes. The portfolio is managed to comply with the investment restrictions governing retirement funds in South Africa.
- Management fee of 0.40% excluding VAT for global and domestic portfolios
- Brokerage fee of 0.20% excluding VAT for domestic portfolios, global portfolios have brokerage rates applicable to each exchange and are in the region of 0.3%
- 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]
Frequently asked questions
What’s a discretionary portfolio?
It’s a financial portfolio put together by our in-house investment committee. It’s management involves the ongoing handling of changes in your portfolio on your behalf. All investment decisions are done with reference to our in-house investment process and benefit from timely implementation and risk management frameworks. We currently offer both global and domestic discretionary solutions, meeting investors’ needs for income and capital growth.
What’s a bottom-up investment process?
Our bottom-up investment process identifies investment opportunities across a range of global and domestic securities. Our investable universe is a function of applying our screening methodology as well as third-party and in-house research to narrow our focus to what we consider high quality investment opportunities across all investment sectors.
Who are discretionary portfolios best suited for?
- Investors seeking a steady income from the portfolio and seeking exposure in rands or US dollars.
- Investors who are comfortable with taking the risks associated with market fluctuation and potential loss of capital.
- Investors of this portfolio typically have an investment horizon of more than three years or five years..