Our top-rated investment solutions, managed by expert fund managers, are designed to meet the needs of institutional and private investors and include unit trusts, pooled portfolios and structured solutions across multiple asset classes.
Why us
Independent and innovative asset manager
Highly skilled, award winning team of experienced professionals with deep market knowledge
Over 200 years of combined investment experience, spanning various asset classes
Investment solutions include unit trusts and pooled portfolios
Local and offshore offerings designed for private and institutional clients
- Board of Directors
- Executive committee
Our Team
Philip Bradford
Head of Investments, Fund ManagerPhilip Bradford
Head of Investments, Fund ManagerTeam member
Philip is the Head of Investments and chairs the Investment and Asset Allocation Committees at Sasfin Asset Managers. Before joining Sasfin in 2014, he spent six years at Absa Wealth as the Chief Investment Officer. Prior to that he spent nine years at Investec Bank where he worked as a bond and interest rate trader. Philip is a CFA Charterholder, a member of the FTSE/JSE Index Advisory Committee and a past President of the CFA Society South Africa. He manages the Sasfin BCI Balanced, Sasfin BCI Prudential, Sasfin BCI Flexible Income and Sasfin BCI Optimal Income funds at Sasfin Asset Managers.
David Shapiro
Deputy Chairman of Sasfin Securities and Fund ManagerDavid Shapiro
Deputy Chairman of Sasfin Securities and Fund ManagerTeam member
David Shapiro joined Max, Pollak and Freemantle, a member of the Johannesburg Stock Exchange (JSE) in 1972, shortly after qualifying as a Chartered Accountant. He was appointed senior partner in 1988 and served on the committee of the JSE from 1986 to 1992. In addition to managing private cl
Errol Shear
Fund ManagerErrol Shear
Fund ManagerTeam member
Errol joined Sasfin Asset Managers in 2016, and holds more than 30 years industry experience including a decade at Absa as the CIO of Absa Asset Management. Prior to that, he spent more than two decades at STANLIB, managing the absolute return portfolios with a value of over R10bn. Additionally, Errol was responsible for the management of the Liberty Group and Liberty Active (Charter Life) life fund portfolios, as well as certain segregated funds. Errol manages the Sasfin BCI Opportunity Equity and Sasfin BCI Stable funds at Sasfin Asset Managers.
Bruce Ackerman
Fund ManagerBruce Ackerman
Fund ManagerTeam member
Bruce spent 24 years with Lloyds Bank’s Investment arm in London as an Institutional Fund Manager, also fulfilling the roles of Managing Director and Chief Investment Officer, from 1985 until his return to South Africa in 1994. During his time in London, he was the Executive Director of five listed European and Asian country funds. Bruce joined Foord Asset Management in 1994 and co-managed the highly acclaimed Foord International Trust from 1997 until 2011. Bruce co-manages the Sasfin BCI Global Equity fund.
Bradley Mitchell
Head of Research and Fund ManagerBradley Mitchell
Head of Research and Fund ManagerTeam member
Bradley has headed up the Sasfin Wealth Investment Research team that is responsible for investment strategy, equity analysis and equity portfolio construction since 2010. In the five years prior to this he was part of the macro-strategy investment research team at Nedbank Capital. He also practiced as an actuarial consultant at Momentum where he gained an in-depth understanding of the asset liability relationship of retirement funds. Bradley co-manages the Sasfin BCI Global Equity Fund.
Martin Hyde
Head of Distribution, Sasfin WealthMartin Hyde
Head of Distribution, Sasfin WealthTeam member
Martin joined Sasfin Wealth in 2016. He has worked in financial services for the past 12 years with a focus on asset management and stock broking and previously held the position of Head: Sales and Distribution at Consilium Capital. Prior to that, he spent a number of years at the Liberty Group. Martin holds a B.Com (Investment management) and a post graduate diploma in financial planning.
Veenesh Dhayalam
Head of Asset Management ResearchVeenesh Dhayalam
Head of Asset Management ResearchTeam member
Veenesh has over 18 years’ experience in financial services, including over a decade at Alexander Forbes Investments where he held the position of Head of Quantitative Research. Prior to this, Dhayalam held senior roles at Absa Asset Management and Stanlib Asset Management. Veenesh is a highly-experienced research professional with a proven track record in teams that have managed large retail and institutional assets. Veenesh holds an MBA in Investments and Portfolio Management from Regent Business School.
Philip Bradford
Head of Investments, Fund ManagerPhilip Bradford
Head of Investments, Fund ManagerTeam member
Philip is the Head of Investments and chairs the Investment and Asset Allocation Committees at Sasfin Asset Managers. Before joining Sasfin in 2014, he spent six years at Absa Wealth as the Chief Investment Officer. Prior to that he spent nine years at Investec Bank where he worked as a bond and interest rate trader. Philip is a CFA Charterholder, a member of the FTSE/JSE Index Advisory Committee and a past President of the CFA Society South Africa. He manages the Sasfin BCI Balanced, Sasfin BCI Prudential, Sasfin BCI Flexible Income and Sasfin BCI Optimal Income funds at Sasfin Asset Managers.
David Shapiro
Deputy Chairman of Sasfin Securities and Fund ManagerDavid Shapiro
Deputy Chairman of Sasfin Securities and Fund ManagerTeam member
David Shapiro joined Max, Pollak and Freemantle, a member of the Johannesburg Stock Exchange (JSE) in 1972, shortly after qualifying as a Chartered Accountant. He was appointed senior partner in 1988 and served on the committee of the JSE from 1986 to 1992. In addition to managing private cl
Errol Shear
Fund ManagerErrol Shear
Fund ManagerTeam member
Errol joined Sasfin Asset Managers in 2016, and holds more than 30 years industry experience including a decade at Absa as the CIO of Absa Asset Management. Prior to that, he spent more than two decades at STANLIB, managing the absolute return portfolios with a value of over R10bn. Additionally, Errol was responsible for the management of the Liberty Group and Liberty Active (Charter Life) life fund portfolios, as well as certain segregated funds. Errol manages the Sasfin BCI Opportunity Equity and Sasfin BCI Stable funds at Sasfin Asset Managers.
Bruce Ackerman
Fund ManagerBruce Ackerman
Fund ManagerTeam member
Bruce spent 24 years with Lloyds Bank’s Investment arm in London as an Institutional Fund Manager, also fulfilling the roles of Managing Director and Chief Investment Officer, from 1985 until his return to South Africa in 1994. During his time in London, he was the Executive Director of five listed European and Asian country funds. Bruce joined Foord Asset Management in 1994 and co-managed the highly acclaimed Foord International Trust from 1997 until 2011. Bruce co-manages the Sasfin BCI Global Equity fund.
Bradley Mitchell
Head of Research and Fund ManagerBradley Mitchell
Head of Research and Fund ManagerTeam member
Bradley has headed up the Sasfin Wealth Investment Research team that is responsible for investment strategy, equity analysis and equity portfolio construction since 2010. In the five years prior to this he was part of the macro-strategy investment research team at Nedbank Capital. He also practiced as an actuarial consultant at Momentum where he gained an in-depth understanding of the asset liability relationship of retirement funds. Bradley co-manages the Sasfin BCI Global Equity Fund.
Martin Hyde
Head of Distribution, Sasfin WealthMartin Hyde
Head of Distribution, Sasfin WealthTeam member
Martin joined Sasfin Wealth in 2016. He has worked in financial services for the past 12 years with a focus on asset management and stock broking and previously held the position of Head: Sales and Distribution at Consilium Capital. Prior to that, he spent a number of years at the Liberty Group. Martin holds a B.Com (Investment management) and a post graduate diploma in financial planning.
Veenesh Dhayalam
Head of Asset Management ResearchVeenesh Dhayalam
Head of Asset Management ResearchTeam member
Veenesh has over 18 years’ experience in financial services, including over a decade at Alexander Forbes Investments where he held the position of Head of Quantitative Research. Prior to this, Dhayalam held senior roles at Absa Asset Management and Stanlib Asset Management. Veenesh is a highly-experienced research professional with a proven track record in teams that have managed large retail and institutional assets. Veenesh holds an MBA in Investments and Portfolio Management from Regent Business School.
Philip Bradford
Head of Investments, Fund ManagerPhilip Bradford
Head of Investments, Fund ManagerTeam member
Philip is the Head of Investments and chairs the Investment and Asset Allocation Committees at Sasfin Asset Managers. Before joining Sasfin in 2014, he spent six years at Absa Wealth as the Chief Investment Officer. Prior to that he spent nine years at Investec Bank where he worked as a bond and interest rate trader. Philip is a CFA Charterholder, a member of the FTSE/JSE Index Advisory Committee and a past President of the CFA Society South Africa. He manages the Sasfin BCI Balanced, Sasfin BCI Prudential, Sasfin BCI Flexible Income and Sasfin BCI Optimal Income funds at Sasfin Asset Managers.
David Shapiro
Deputy Chairman of Sasfin Securities and Fund ManagerDavid Shapiro
Deputy Chairman of Sasfin Securities and Fund ManagerTeam member
David Shapiro joined Max, Pollak and Freemantle, a member of the Johannesburg Stock Exchange (JSE) in 1972, shortly after qualifying as a Chartered Accountant. He was appointed senior partner in 1988 and served on the committee of the JSE from 1986 to 1992. In addition to managing private cl
Errol Shear
Fund ManagerErrol Shear
Fund ManagerTeam member
Errol joined Sasfin Asset Managers in 2016, and holds more than 30 years industry experience including a decade at Absa as the CIO of Absa Asset Management. Prior to that, he spent more than two decades at STANLIB, managing the absolute return portfolios with a value of over R10bn. Additionally, Errol was responsible for the management of the Liberty Group and Liberty Active (Charter Life) life fund portfolios, as well as certain segregated funds. Errol manages the Sasfin BCI Opportunity Equity and Sasfin BCI Stable funds at Sasfin Asset Managers.
Bruce Ackerman
Fund ManagerBruce Ackerman
Fund ManagerTeam member
Bruce spent 24 years with Lloyds Bank’s Investment arm in London as an Institutional Fund Manager, also fulfilling the roles of Managing Director and Chief Investment Officer, from 1985 until his return to South Africa in 1994. During his time in London, he was the Executive Director of five listed European and Asian country funds. Bruce joined Foord Asset Management in 1994 and co-managed the highly acclaimed Foord International Trust from 1997 until 2011. Bruce co-manages the Sasfin BCI Global Equity fund.
Bradley Mitchell
Head of Research and Fund ManagerBradley Mitchell
Head of Research and Fund ManagerTeam member
Bradley has headed up the Sasfin Wealth Investment Research team that is responsible for investment strategy, equity analysis and equity portfolio construction since 2010. In the five years prior to this he was part of the macro-strategy investment research team at Nedbank Capital. He also practiced as an actuarial consultant at Momentum where he gained an in-depth understanding of the asset liability relationship of retirement funds. Bradley co-manages the Sasfin BCI Global Equity Fund.
Martin Hyde
Head of Distribution, Sasfin WealthMartin Hyde
Head of Distribution, Sasfin WealthTeam member
Martin joined Sasfin Wealth in 2016. He has worked in financial services for the past 12 years with a focus on asset management and stock broking and previously held the position of Head: Sales and Distribution at Consilium Capital. Prior to that, he spent a number of years at the Liberty Group. Martin holds a B.Com (Investment management) and a post graduate diploma in financial planning.
Veenesh Dhayalam
Head of Asset Management ResearchVeenesh Dhayalam
Head of Asset Management ResearchTeam member
Veenesh has over 18 years’ experience in financial services, including over a decade at Alexander Forbes Investments where he held the position of Head of Quantitative Research. Prior to this, Dhayalam held senior roles at Absa Asset Management and Stanlib Asset Management. Veenesh is a highly-experienced research professional with a proven track record in teams that have managed large retail and institutional assets. Veenesh holds an MBA in Investments and Portfolio Management from Regent Business School.
Our core drivers
We believe the core drivers necessary to achieve sustainable compounding returns, over the long-term are:
- Identifying global macro themes
- Appropriate asset allocation
- Risk management
- Controlling costs
Product offering
Local offerings
Sasfin BCI Prudential Fund
The Sasfin BCI Prudential Fund is a multi-asset class managed portfolio seeking to deliver long term capital growth and income normally associated with the investment structure of a moderate to high risk profile investor.
Sasfin BCI Balanced Fund
The Sasfin BCI Balanced Fund is a multi-asset class moderate risk profile managed portfolio. The primary investment objective of the portfolio is to provide investors with a moderate level of income and capital growth over the long term.
Sasfin BCI Stable Fund
The Sasfin BCI Stable Fund is a cautiously managed multi-asset class portfolio with the investment objective to achieve inflation beating total returns by way of delivering relatively high income with a measure of capital growth over the medium to long term.
Sasfin BCI Equity Fund
The Sasfin BCI Equity Fund is a specialist managed equity portfolio that invests in high quality, local and global, listed companies. The portfolio’s objective is to maximise returns in excess of the FTSE/JSE SWIX index over time, particularly during periods of weaker equity market growth.
Sasfin BCI Opportunity Equity Fund
The Fund objective is to identify the best investment opportunities in predominantly the domestic equity market and in doing so deliver long term capital growth and income. The portfolio’s investment strategy focuses on individual stock selection from a bottom-up basis rather than a top-down investment process. The fund’s benchmark is the FTSE/JSE All Share Index.
Sasfin BCI Flexible Income Fund
The Sasfin BCI Flexible Income Fund aims to provide high levels of income, while preserving capital. The portfolio is an actively managed flexible income portfolio that makes asset allocation decisions across predominantly high yielding fixed interest instruments. The Sasfin BCI Flexible Income Fund won two Raging Bull Awards in the Best Interest-Bearing Fund and the South African Multi-Asset Income categories for 2019. Click here for more information on the fund.
Sasfin BCI Optimal Income Fund
The Sasfin Optimal Income Fund is a solution geared towards the investor seeking an attractive low risk, after-tax yield and portfolio liquidity. The Fund is actively managed by our experienced investment team with the objective of delivering a consistent return with low capital volatility.
Sasfin BCI High Yield Fund
The Sasfin BCI High Yield Fund is an income generating portfolio with the objective to achieve a high level of sustainable income and stability of capital invested.
Offshore offering
Sasfin Global Equity Fund
The Sasfin Global Equity fund invests in high quality global companies that provide exposure to investment opportunities which capitalise on longer-term investment trends driving growth and changing the world. The fund aims to achieve a superior risk-adjusted total return, over a long-term investment horizon, relative to the Morgan Stanley Capital International (MSCI) All Country World Index (ACWI), in US Dollars.
Click here for more details on the Global Equity Fund.
Disclosures and forms
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February 2020
February 2020
Sasfin BCI Balanced Fund (A)
February 2020
Sasfin BCI Equity Fund (A)
February 2020
Sasfin BCI Flexible Income Fund (A)
February 2020
Sasfin BCI Global Equity Feeder Fund (A)
February 2020
Sasfin BCI High Yield Fund (A)
February 2020
Sasfin BCI Opportunity Equity Fund (A)
February 2020
Sasfin BCI Optimal Income Fund (A)
February 2020
Sasfin BCI Prudential Fund (A1)
February 2020
Sasfin BCI Stable Fund (A)
February 2020
Sasfin Global Equity Fund MDD (A)
-
January 2020
January 2020
Sasfin BCI Balanced Fund (A)
January 2020
Sasfin BCI Equity Fund (A)
January 2020
Sasfin BCI Flexible Income Fund (A)
January 2020
Sasfin BCI Global Equity Feeder Fund (A)
January 2020
Sasfin BCI High Yield Fund (A)
January 2020
Sasfin BCI Opportunity Equity Fund (A)
January 2020
Sasfin BCI Optimal Income Fund (A)
January 2020
Sasfin BCI Prudential Fund (A1)
January 2020
Sasfin BCI Stable Fund (A)
January 2020
Sasfin Global Equity Fund MDD (A)
-
December 2019
December 2019
Sasfin BCI Balanced Fund (A)
December 2019
Sasfin BCI Equity Fund (A)
December 2019
Sasfin BCI Flexible Income Fund (A)
December 2019
Sasfin BCI Global Equity Feeder Fund (A)
December 2019
Sasfin BCI High Yield Fund (A)
December 2019
Sasfin BCI Opportunity Equity Fund (A)
December 2019
Sasfin BCI Optimal Income Fund (A)
December 2019
Sasfin BCI Prudential Fund (A1)
December 2019
Sasfin BCI Stable Fund (A)
December 2019
Sasfin Global Equity Fund MDD (A)
-
November 2019
November 2019
Sasfin BCI Balanced Fund (A)
November 2019
Sasfin BCI Equity Fund (A)
November 2019
Sasfin BCI Flexible Income Fund (A)
November 2019
Sasfin BCI Global Equity Feeder Fund (A)
November 2019
Sasfin BCI High Yield Fund (A)
November 2019
Sasfin BCI Opportunity Equity Fund (A)
November 2019
Sasfin BCI Optimal Income Fund (A)
November 2019
Sasfin BCI Prudential Fund (A1)
November 2019
Sasfin BCI Stable Fund (A) (004)
-
October 2019
October 2019
Sasfin BCI Balanced Fund (A)
October 2019
Sasfin BCI Equity Fund (A)
October 2019
Sasfin BCI Flexible Income Fund (A)
October 2019
Sasfin BCI Global Equity Feeder Fund (A)
October 2019
Sasfin BCI High Yield Fund (A)
October 2019
Sasfin BCI Opportunity Equity Fund (A)
October 2019
Sasfin BCI Optimal Income Fund (A)
October 2019
Sasfin BCI Prudential Fund (A1)
October 2019
Sasfin BCI Stable Fund (A) (004)
-
September 2019
September 2019
Sasfin Global Equity Fund MDD (A)
September 2019
Sasfin BCI Stable Fund (A)
September 2019
Sasfin BCI Prudential Fund (A1)
September 2019
Sasfin BCI Optimal Income Fund (A)
September 2019
Sasfin BCI Opportunity Equity Fund (A)
September 2019
Sasfin BCI High Yield Fund (A)
September 2019
Sasfin BCI Global Equity Feeder Fund (A)
September 2019
Sasfin BCI Flexible Income Fund (A)
September 2019
Sasfin BCI Equity Fund (A)
September 2019
Sasfin BCI Balanced Fund (A)
-
August 2019
August 2019
Sasfin BCI Balanced Fund (A)
August 2019
Sasfin BCI Equity Fund (A)
August 2019
Sasfin BCI Flexible Income Fund (A)
August 2019
Sasfin BCI Global Equity Feeder Fund (A)
August 2019
Sasfin BCI High Yield Fund (A)
August 2019
Sasfin BCI Opportunity Equity Fund (A)
August 2019
Sasfin BCI Optimal Income Fund (A)
August 2019
Sasfin BCI Prudential Fund (A1)
August 2019
Sasfin BCI Stable Fund (A) (004)
August 2019
Sasfin Global Equity Fund MDD (A)
-
July 2019
July 2019
Sasfin BCI Balanced Fund (A)
July 2019
Sasfin BCI Equity Fund (A)
July 2019
Sasfin BCI Flexible Income Fund (A)
July 2019
Sasfin BCI Global Equity Feeder Fund (A)
July 2019
Sasfin BCI High Yield Fund (A)
July 2019
Sasfin BCI Opportunity Equity Fund (A)
July 2019
Sasfin BCI Optimal Income Fund (A)
July 2019
Sasfin BCI Prudential Fund (A1)
July 2019
Sasfin BCI Stable Fund (A) (004)
July 2019
Sasfin Global Equity Fund MDD (A) - July 2019
-
June 2019
June 2019
Sasfin BCI Balanced Fund (A)
June 2019
Sasfin BCI Equity Fund (A)
June 2019
Sasfin BCI Flexible Income Fund (A)
June 2019
Sasfin BCI Global Equity Feeder Fund (A)
June 2019
Sasfin BCI Opportunity Equity Fund (A)
June 2019
Sasfin BCI Optimal Income Fund (A)
June 2019
Sasfin BCI Prudential Fund (A1)
June 2019
Sasfin BCI Stable Fund (A) (004)
June 2019
Sasfin Global Equity Fund MDD (A)
-
May 2019
May 2019
Sasfin BCI Balanced Fund (A)
May 2019
Sasfin BCI Equity Fund (A)
May 2019
Sasfin BCI Flexible Income Fund (A)
May 2019
Sasfin BCI Global Equity Feeder Fund (A)
May 2019
Sasfin BCI Opportunity Equity Fund (A)
May 2019
Sasfin BCI Optimal Income Fund (A)
May 2019
Sasfin BCI Prudential Fund (A1)
May 2019
Sasfin BCI Stable Fund (A) (004)
May 2019
Sasfin Global Equity Fund MDD (A)
-
April 2019
APRIL 2019
Sasfin BCI Balanced Fund (A)
APRIL 2019
Sasfin BCI Equity Fund (A)
APRIL 2019
Sasfin BCI Flexible Income Fund (A)
APRIL 2019
Sasfin BCI Global Equity Feeder Fund (A)
APRIL 2019
Sasfin BCI Opportunity Equity Fund (A)
APRIL 2019
Sasfin BCI Optimal Income Fund (A)
APRIL 2019
Sasfin BCI Prudential Fund (A1)
APRIL 2019
Sasfin BCI Stable Fund (A) (004)
APRIL 2019
Sasfin Global Equity Fund MDD (A)
-
March 2019
March 2019
Sasfin BCI Balanced Fund (A)
March 2019
Sasfin BCI Equity Fund (A)
March 2019
Sasfin BCI Flexible Income Fund (A)
March 2019
Sasfin BCI Global Equity Feeder Fund (A)
March 2019
Sasfin BCI Opportunity Equity Fund (A)
March 2019
Sasfin BCI Optimal Income Fund (A)
March 2019
Sasfin BCI Prudential Fund (A1)
March 2019
Sasfin BCI Stable Fund (A) (004)
March 2019
Sasfin Global Equity Fund MDD (A)
-
February 2019
February 2019
Sasfin BCI Balanced Fund (A)
February 2019
Sasfin BCI Equity Fund (A)
February 2019
Sasfin BCI Flexible Income Fund (A)
February 2019
Sasfin BCI Global Equity Feeder Fund (A)
February 2019
Sasfin BCI Opportunity Equity Fund (A)
February 2019
Sasfin BCI Optimal Income Fund (A)
February 2019
Sasfin BCI Prudential Fund (A1)
February 2019
Sasfin BCI Stable Fund (A) February 2019
February 2019
Sasfin Global Equity Fund MDD (A) - February 2019
-
January 2019
January 2019
Sasfin BCI Balanced Fund (A)
January 2019
Sasfin BCI Equity Fund (A)
January 2019
Sasfin BCI Flexible Income Fund (A)
January 2019
Sasfin BCI Global Equity Feeder Fund (A)
January 2019
Sasfin BCI Opportunity Equity Fund (A)
January 2019
Sasfin BCI Optimal Income Fund (A)
January 2019
Sasfin BCI Prudential Fund (A1)
January 209
Sasfin BCI Stable Fund (A) (004)
January 2019
Sasfin Global Equity Fund MDD (A) - January 2019
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Forms
May 2019
Legal Entity Application Form
May 2019
Sasfin Application - Individual Form Co-branded
May 2019
Sasfin Application - Legal Entity Form Co-branded
September 2018
Sasfin Application - Individual Form
March 2018
Sasfin Additional Contribution Form
September 2018
Sasfin Application - Legal Entity Form
March 2018
Sasfin Debit Order Change Form
March 2018
Sasfin Investor Details Change
March 2018
Sasfin Switch Form
March 2018
Sasfin Transfer Form
March 2018
Sasfin Withdrawal Form
July 2019
FICA Requirement Annexure - Entity
July 2019
FICA Requirement Annexure - Individual