Optimum Investment Group

Optimum Investment Group

INTRODUCTION

OIG is a boutique asset manager based in Cape Town, our main purpose is to enhance clients real wealth for an uncertain tomorrow.

We acknowledge that clients and their investment objectives are the core for our existence and firmly believe that we can provide a competitive advantage by leveraging our five core values:

Have INTEGRITY and trust by operating with honesty;

Express PASSION by striving to be innovative and focused;

Aspire towards DEVELOPMENT in all aspects of the business and investments;

Take responsibility through LEADERSHIP and decision making;

Be ACCOUNTABLE by ensuring accuracy, transparency and thorough analysis.

INVESTMENT PHILOSOPHY

OIG believes that future wealth will be influenced by global macro changes; and these changes will play out exponentially through various themes.

With this in mind we follow a targeted thematic approach at a fair value, to provide sustainable long term investment performances.

We have been through many bull and bear markets and have learned one undisputable fact – no one can predict the outcome of markets in the short term. History has shown that today's top performers are tomorrow's worst performers, and that is why we do not promise top performers to our investors, but rather to focus on long term consistent and superior risk adjusted returns.

 

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MDDs

Minimum Disclosure Document Date: 31 July 2026

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
FR Guernsey Global Growth Feeder Fund (A) BGGFFA 176.78 08 September 2026 pdf
FR Multikor Moderate Fund of Funds (A) BMMFA 160.30 08 September 2026 pdf
Optimum FR Balanced Fund (A) OBBFA 194.64 08 September 2026 pdf
Optimum FR Equity Fund (A) OBEFA 223.91 08 September 2026 pdf
Optimum FR Global Strategic Managed Fund of Funds (B) OBGFFB 103.87 08 September 2026 pdf
Optimum FR Income Fund (A) OBIFA 110.05 08 September 2026 pdf
Optimum FR Managed Growth Fund (A) OBGFA 205.61 08 September 2026 pdf
Optimum FR Stable Fund (A) OBSFA 178.06 08 September 2026 pdf
Optimum FR WorldWide Flexible Fund of Funds (A) OBWFFA 163.41 08 September 2026 pdf