Intellivest Financial Services

Intellivest Financial Services (IFS) was founded on the principle of providing our clients with peace of mind concerning their wealth. This is done by treasuring long-term relationships in which we strive to achieve the ultimate sustainable lifestyle for each individual client by applying our specialist professional skills.

The Intellivest BCI Income Fund is a multi-asset income generating portfolio with the objective of achieving an inflation beating level of sustainable returns and stability of capital invested. The portfolio is managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Collective Investment Schemes Control Act, subject to a maximum equity exposure of 10% of the portfolio's net asset value. Investments to be acquired for the portfolio may include equity securities, property securities, property related securities, interest bearing securities, non-equity securities, money market instruments, preference shares and assets in liquid form.The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes registered in South Africa, and other territories. The latter must operate under a regulatory environment that satisfies the fund manager and trustees and be of a sufficient standard to provide investor protection at least equivalent to that in South Africa. It must also be consistent with the portfolio's primary objective.