Plexus Wealth

Plexus Wealth

Plexus Wealth is a privately owned Wealth and Asset Mangement company.

Plexus Wealth was established in 2001.

Managed and supported by a passionate team of experts, the company has grown into a thriving independent business with its own range of funds. Today Plexus Wealth enjoys a national presence with representation in Stellenbosch, Durban, Ashton, Johannesburg Amsterdam and Port St Louis. All offices are overseen by an equity partner.

The company is acknowledged for its independent insight in this very uncertain world.

Its success is evident in the enviable and lengthy performance track record set by the Plexus Wealth funds as well as our many satisfied clients.

This success is recognized in the industry by firms such as CItyWire and the Raging Bull Awards.

Our holistic offering and objective approach to financial planning and asset management ensure we are well placed to meet our clients' financial needs.

Our mission is to ensure that every client has their own unique solution. Driven by a sense of purpose and integrity, we strive to grow the assets of our clients and help them achieve the financial outcomes they desire.

Get Social with Plexus Wealth

MDDs

Minimum Disclosure Document Date: 31 December 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Plexus Wealth BCI Balanced Fund (A) MXBA 219.97 22 January 2025 pdf
Plexus Wealth BCI Conservative Fund (A) MXCO 176.50 22 January 2025 pdf
Plexus Wealth BCI Property Fund (A) MXPR 158.95 22 January 2025 pdf