Bank Overview

We combine excellent personal service with innovative financial solutions to assist businesses and individuals to bank the way they want, where they want and when they want.

Capital Overview

We provide capital and create tailored solutions to support your business growth, whether you need an equity partner, property investor or a sophisticated corporate financier.

Wealth Overview

Since 1890 we have provided tailored global and local investment offerings to private and institutional clients.

Search

Asset Management

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

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.

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.

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
  • May 2018

    May 2018

    Sasfin BCI Balanced Fund A

    May 2018

    Sasfin BCI Global Equity Feeder Fund A

    May 2018

    Sasfin BCI Prudential Fund A1

    May 2018

    Sasfin BCI Equity Fund A

    May 2018

    Sasfin BCI Opportunity Equity Fund A

    May 2018

    Sasfin BCI Stable Fund A

    May 2018

    Sasfin BCI Flexible Income Fund A

    May 2018

    Sasfin BCI Optimal Income Fund A

    May 2018

    Sasfin Global Equity Fund MDD (A)

  • April 2018

    April 2018

    Sasfin BCI Balanced Fund A

    April 2018

    Sasfin BCI Equity Fund A

    April 2018

    Sasfin BCI Flexible Income Fund A

    April 2018

    Sasfin BCI Global Equity Feeder Fund A

    April 2018

    Sasfin BCI Opportunity Equity Fund A

    April 2018

    Sasfin BCI Optimal Income Fund A

    April 2018

    Sasfin BCI Prudential Fund A

    April 2018

    Sasfin BCI Stable Fund A

    April 2018

    Sasfin Global Equity Fund MDD (A)

  • February 2018

    February 2018

    Sasfin BCI Prudential Fund (A)

    February 2018

    Sasfin BCI Balanced Fund (A)

    February 2018

    Sasfin BCI Stable Fund (A)

    February 2018

    Sasfin BCI Equity Fund (A)

    February 2018

    Sasfin BCI Opportunity Equity Fund (A)

    February 2018

    Sasfin BCI Flexible Income Fund (A)

    February 2018

    Sasfin BCI Optimal Income Fund (A)

    February 2018

    Sasfin BCI Global Equity Feeder Fund (A)

    February 2018

    Sasfin Global Equity Fund (A)

  • March 2018

    March 2018

    Sasfin BCI Balanced Fund (A)

    March 2018

    Sasfin BCI Equity Fund (A) 20418

    March 2018

    Sasfin BCI Flexible Income Fund (A) 2018

    March 2018

    Sasfin BCI Global Equity Feeder Fund (A) 2018

    March 2018

    Sasfin BCI Opportunity Equity Fund (A) 2018

    March 2018

    Sasfin BCI Optimal Income Fund (A) 2018

    March 2018

    Sasfin BCI Prudential Fund (A) 2018

    March 2018

    Sasfin BCI Stable Fund (A) 2018

    March 2018

    Sasfin Global Equity Fund (A) 2018

  • January 2018

    Download

    Sasfin BCI Balanced Fund (A) - January 2018

  • December 2017

    December 2017

    Sasfin BCI Balanced Fund (A)

    December 2017

    Sasfin BCI Equity Fund (A)

    December 2017

    Sasfin BCI Flexible Income Fund (A)

    December 2017

    Sasfin BCI Global Equity Feeder Fund (A)

    December 2017

    Sasfin BCI Opportunity Equity Fund (A)

    December 2017

    Sasfin BCI Optimal Income Fund (A)

    December 2017

    Sasfin BCI Prudential Fund (A)

    December 2017

    Sasfin BCI Stable Fund (A)

    December 2017

    Sasfin Global Equity Fund (A)

  • November 2017

    Download

    Sasfin BCI Balanced Fund (A)

    Download

    Sasfin BCI Equity Fund (A)

    Download

    Sasfin BCI Flexible Income Fund (A)

    Download

    Sasfin BCI Global Equity Feeder Fund (A)

    Download

    Sasfin BCI Opportunity Equity Fund (A)

    Download

    Sasfin BCI Optimal Income Fund (A)

    Download

    Sasfin BCI Prudential Fund (A)

    Download

    Sasfin BCI Stable Fund (A)

  • October 2017

    Download

    Sasfin BCI Balanced Fund (A)

    Download

    Sasfin BCI Equity Fund (A)

    Download

    Sasfin BCI Flexible Income Fund (A)

    Download

    Sasfin BCI Global Equity Feeder Fund (C)

    Download

    Sasfin BCI Opportunity Equity Fund (A)

    Download

    Sasfin BCI Optimal Income Fund (A)

    Download

    Sasfin BCI Prudential Fund (A)

    Download

    Sasfin BCI Stable Fund (A)

  • September 2017

    Download

    Sasfin BCI Balanced Fund (A) SMBFCA

    Download

    Sasfin BCI Equity Fund (A) MSTT

    Download

    Sasfin BCI Flexible Income Fund (A) SMFIA

    Download

    Sasfin BCI Optimal Income Fund (A) IBOFA

    Download

    Sasfin BCI Prudential Fund (A) SAMA1

    Download

    Sasfin BCI Stable Fund (A) SMSFCA

  • August 2017

    Download

    Sasfin BCI Balanced Fund (A)

    Download

    Sasfin BCI Equity Fund (A)

    Download

    Sasfin BCI Flexible Income Fund (A)

    Download

    Sasfin BCI Optimal Income Fund (A)

    Download

    Sasfin BCI Prudential Fund (A)

    Download

    Sasfin BCI Stable Fund (A)

  • July 2017

    Download

    Sasfin BCI Balanced Fund

    Download

    Sasfin BCI Equity Fund (A)

    Download

    Sasfin BCI Flexible Income Fund (A)

    Download

    Sasfin BCI Optimal Income Fund (A)

    Download

    Sasfin BCI Prudential Fund (A1)

    Download

    Sasfin BCI Stable Fund (A)

  • June 2017

    JUNE 2017

    Sasfin BCI Prudential Fund (A)

    JUNE 2017

    Sasfin BCI Balanced Fund (A)

    JUNE 2017

    Sasfin BCI Stable Fund (A)

    JUNE 2017

    Sasfin BCI Equity Fund (A)

    JUNE 2017

    Sasfin BCI Flexible Income Fund (A)

    JUNE 2017

    Sasfin BCI Optimal Income Fund (A)

  • May 2017

    Download

    Sasfin BCI Balanced Fund (A)

    Download

    Sasfin BCI Equity Fund (A)

    Download

    Sasfin BCI Flexible Income (A)

    Download

    Sasfin BCI Optimal Income Fund (A)

    Download

    Sasfin BCI Prudential Fund (A)

    Download

    Sasfin BCI Stable Fund (A)

  • April 2017

    Download

    Sasfin BCI Balanced Fund (A)

    Download

    Sasfin BCI Equity Fund (A)

    Download

    Sasfin BCI Flexible Income Fund (A)

    Download

    Sasfin BCI Optimal Income Fund (A)

    Download

    Sasfin BCI Prudential Fund (A)

    Download

    Sasfin BCI Stable Fund (A)

  • March 2017

    March 2017

    Sasfin BCI Balanced Fund (A)

    March 2017

    Sasfin BCI Equity Fund (A)

    March 2017

    Sasfin BCI Flexible Income (A)

    March 2017

    Sasfin BCI Optimal Income Fund (A)

    March 2017

    Sasfin BCI Prudential Fund (A)

    March 2017

    Sasfin BCI Stable Fund (A)

    December 2017

    Sasfin BCI Balanced Fund (A) -December 2017

  • February 2017

    February 2017

    Sasfin BCI Prudential Fund (A) SAMA1

    February 2017

    Sasfin BCI Balanced Fund (A) SMBFCA

    February 2017

    Sasfin BCI Stable Fund (A) SMSFCA

    February 2017

    Sasfin BCI Equity Fund (A) MSTT

    February 2017

    Sasfin BCI Flexible Income Fund (A) SMFIA

    February 2017

    Sasfin BCI Optimal Income Fund IBOFA

  • January 2017

    Download

    Sasfin BCI Balanced Fund (A)

    Download

    Sasfin BCI Equity Fund (A)

    Download

    Sasfin BCI Flexible Income Fund (A)

    Download

    Sasfin BCI Prudential Fund (A)

    Download

    Sasfin BCI Stable Fund (A)

  • Forms

    March 2018

    Sasfin Additional Contribution Form

    March 2018

    Sasfin Application - Individual Form

    March 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

  Call me back
What can we help you with?
Please complete all fields.

  Call me back