CUSTODIAN INVESTMENT MANAGERS

CUSTODIAN INVESTMENT MANAGERS

As Investment Managers, our number one priority is creating financial security for our investors. The market is dynamic and often produces fresh challenges and we will continue to refine our investment style while remaining cognisant of our philosophy.

We aim to achieve financial security for our clients by realising consistent, sustainable long-term returns, without taking undue risks.

Our goal is to deliver the highest possible return while maintaining the stability of that return within the portfolio. We achieve this through diversifying across asset classes and investment styles to obtain the optimal portfolio with less risk and consistent returns.

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Videos

MDDs

Minimum Disclosure Document Date: 31 October 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Custodian BCI Balanced Fund (A) MCBB 270.51 26 November 2024 pdf
Custodian BCI Income Plus Fund (A) MCIN 105.72 26 November 2024 pdf

Awards

Raging Bull Award for Best South African Multi-Asset Income Fund on a Risk-Adjusted Basis