iManaged portfolio is an individual share portfolio, not unit trusts. The minimum investment is R200,000, and there is a maximum of 10 shares the portfolio to minimize trading costs, and a very small cash component. Individual shares are registered directly in the client's name, providing ownership and full JSE protection under the JSE Fidelity Fund.
Distinct from the bespoke personalised portfolio management offered by SPW to clients investing over R1 million, the iManaged portfolio are not individually-tailored, but are strictly managed according to model portfolio guidelines, giving clients access to the expertise, experience and excellent track record of the SPW investment team, led by Director of Investments, Alwyn van der Merwe.
A client may at any stage change his or her account status to self-manage the portfolio. There will be no cost to do this as the shares are already in the client's BDA Account with the JSE.
WHICH PORTFOLIO IS AVAILABLE..
GENERAL EQUITY PORTFOLIO
Objective: Above-average total returns (capital plus income) over an investment horizon of three years or more, by investing in quality shares on the JSE. Ideal investor: The long-term investor seeking concentrated equity exposure.
General Equity Portfolio Fact Sheet