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

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Independent and innovative asset manager
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Highly skilled, award winning team of experienced professionals with deep market knowledge

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Over 200 years of combined investment experience, spanning various asset classes

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Investment solutions include unit trusts and pooled portfolios

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Local and offshore offerings designed for private and institutional clients

Our team

Arno Lawrenz

Chief Investment Officer

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David Shapiro

Chief Global Equity Strategist

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Errol Shear

Fund Manager

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Bruce Ackerman

Fund Manager

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Martin Hyde

Head of Distribution, Sasfin Wealth

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Veenesh Dhayalam

Head of Asset Management Research

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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.

Disclosures and forms

Contact us

Johannesburg
+27 11 809 7500
Pretoria
+27 12 425 6000
Cape Town
+27 87 350 1136
Durban
+27 31 271 8700
Port Elizabeth & Plettenberg Bay
+27 41 363 5989
Somerset West
087 365 4900
Sasfin Wealth Email
swip@sasfin.com