We are specialist investment managers dedicated to tax efficient investments and a risk focused investment process.

The Sanlam unit trust funds that we co-manage have after tax benchmarks and were designed by Ora.

We also manage segregated managed accounts and unit trusts on behalf of independent financial advisors.

We assist Sanlam with the distribution of the unit trust funds.

BENCHMARK:
After tax return of the SIM Money Market Fund

BENCHMARK:
After tax return of the SIM Money Market Fund

BENCHMARK:
60% of the STeFI Composite Index

BENCHMARK:
60% of the STeFI Composite Index

BENCHMARK:
CPI +6%

BENCHMARK:
CPI +7%

 

 

Funds