wealth redefined.TM
INVESTMENT MANAGEMENT
Invest wisely, live fully.
Our Investment Philosophy
We aim to deliver consistent, risk-adjusted investment performance that aligns with your financial goals.
By understanding your objectives, we build strategies designed to protect and grow your wealth in an ever-changing world.
Active Risk Management
- Limit uncompensated risk and maintain proper diversification
- Combine science and experience for consistent outcomes
- Focus on “winning by not losing” rather than chasing short-term gains
- Transparent process, avoiding reliance on intuition
Market Opportunities
- Public markets are generally efficient; alpha is scarce
- We apply active risk carefully where there is a high probability of reward
- Decisions are disciplined, data-driven, and aligned with your objectives
Portfolio Construction & Asset Allocation
- Superior asset allocation is key to consistent performance
- Build intelligent portfolios that mitigate unnecessary risk
- Security selection is important, but portfolio design is paramount
Client-Focused Mindset
- Your goals come first, not our products
- Strategies are tailored to your unique needs and long-term objectives
- We apply our expertise to serve you, not internal targets
Partnering with specialists
Finding and monitoring top investment talent takes expertise and detailed analysis. Partnering with Morningstar Investment Management South Africa, we leverage independent research and relationships with leading global equity, fixed income, and alternative managers.
By combining their expertise with our asset allocation and portfolio skills, we provide South African investors with access to superior global opportunities.
Investment funds
WEALTH ASSOCIATES BCI INCOME FUND »
The Wealth Associates BCI Income Fund is a Cautious risk profile portfolio with the objective is to achieve a high level of sustainable income and stability of capital invested.
WEALTH ASSOCIATES BCI CAUTIOUS FUND »
The Wealth Associates BCI Cautious Fund of Funds is a cautious risk profile portfolio with the objective to provide investors with a high level of income and capital stability.
WEALTH ASSOCIATES BCI MODERATE FUND OF FUNDS »
The Wealth Associates BCI Moderate Fund of funds is a medium risk profile portfolio with the objective to provide investors with a moderate long term total return.
WEALTH ASSOCIATES BCI BALANCED FUND OF FUNDS »
The Wealth Associates BCI Balanced Fund of Funds is a medium to high risk profile portfolio with the objective to provide investors with a moderate to high long term total return.
WEALTH ASSOCIATES BCI EQUITY FUND »
The Wealth Associates BCI Equity Fund has the objective to provide investors with high long-term capital growth. The portfolio's equity exposure will always exceed 80% of its asset value.
WEALTH ASSOCIATES BCI FLEXIBLE GROWTH FUND OF FUNDS »
The Wealth Associates BCI Flexible Growth Fund of Funds is a flexible portfolio with the objective of providing investors with a high long term capital growth.