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| Wealth Management | Asset Managers |
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| How We Do It |
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A Financial Services Board-approved asset manager, Sasfin Asset Managers (SAM) offers a variety of investment platforms to its private and other clients:
- Collective Investments: Sasfin MET Equity Fund (Formerly Sasfin Value Fund), Sasfin MET Prudential Fund (Formerly Sasfin Managed Fund), Sasfin MET Balanced Fund and Sasfin MET Stable Fund.
- Personalised Share Portfolios (PSPs): these enable clients to ‘wrap’ their retirement annuity, endowment policy, living annuity or preservation fund into a managed share portfolio managed by Sasfin Securities.
- Funds of Funds (funds that invest in other funds): a range of products that offer four mandates – Income, Conservative, Moderate, and Aggressive
- Segregated Portfolios: bespoke (custom built) investment funds, constructed by SAM for specific umbrella-based or dedicated pension funds.
- Sasfin Treasury Products: Cash management and investment products, such as call and notice deposits and securitised notes.
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