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We understand the importance of lasting and sustainable legacies, and pride ourselves in the long-term partnerships we create with the individuals we serve. Our priority is foremost to protect and preserve our clients’ capital, while remaining accessible.

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About Sasfin Asset Managers

Boutique with a brand

Since its founding in 2002, Sasfin Asset Managers has garnered a reputation as one of South Africa’s leading boutique Asset Managers. Our diverse offering has grown to incorporate a range of equity, income and multi-asset class funds designed to suit the needs of our discerning retail and institutional client base.

Our investment team includes some of South Africa’s most highly-regarded Fund Managers, several of whom have managed large-scale institutional money for decades. This ability to attract top talent has also ensured that the meticulous research produced by our in-house team, coupled by close partnerships with leading global research houses, is always of the highest calibre.

Investment types

The importance of multi-asset class investing cannot be understated. Globally, the trend in managing one’s holistic wealth is shifting from the focus on a single-asset class focus – i.e. equities or local bonds – towards achieving true portfolio diversification and protected growth through the investment in multiple asset classes.

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.

This type of investing is generally pursued or preferred by investors who require a constant stream of income at recurring intervals as well as capital preservation. Income investing often involves, but is not limited to, fixed-income instruments that pay out in the form of interest or income distribution. Such investments are viewed as more stable and generally considered less risky than other asset classes but they are not riskless. Bonds are the most common type of fixed income asset. An income investment generally comprises three main aspects: income, capital and yield.

Sasfin BCI Flexible Income Fund

The portfolio is an actively managed, flexible income portfolio that effectively makes asset allocation decisions across high yielding asset classes such as preference shares, non-equity securities, fixed interest instruments (including, but not limited to, bonds, corporate bonds, inflation linked bonds, convertible bonds, cash deposits and money market instruments) and assets in liquid form. The portfolio may from time to time invest in listed and unlisted financial instruments. The manager may also include unlisted forward currency, interest rate and exchange rate swap transactions.

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 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.

Sasfin BCI High Grade Money Market Fund

The Fund is a local money market portfolio. The primary performance objective of the portfolio is to obtain as high a level of current income as is consistent with preservation and liquidity.

Equity investing is an essential ingredient required for long-term growth and wealth accumulation. It is, however, also considered a risky asset class as there is a high probability of capital loss that could be experienced over the short-to-medium term. Equity investing must be a long-term consideration to fully appreciate the benefits of this asset class. Equity growth is achieved through price increase as well through dividends which are declared and paid out which can represent a steady income for investors. Equities can be used as a single asset class investment or combined with other asset classes in a multi-asset class solution.

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 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.

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.

Sasfin BCI Global Equity Feeder Fund

The portfolio will, apart from assets in liquid form, invest solely in the participatory interests of the Sasfin Global Equity Fund, established under Sasfin Wealth SICAV, domiciled in Luxembourg. The underlying portfolio invests primarily in global equity securities, property related securities, non-equity securities, money market and other interest-bearing instruments, assets in liquid form, financial instruments as well as participatory interests of underlying portfolios of collective investment schemes or other similar schemes with similar objectives.

A multi-managed fund offers a holistic solution to investors, and is intended to improve portfolio efficiency through diversification among underlying strategies (managers). This not only offers the potential of an improved risk-adjusted outcome by removing the reliance on a single strategy but also has the potential to deliver a more consistent investment performance profile. With multi-management, each underlying strategy is carefully chosen to fulfil a role within the portfolio and dovetailing with other positions, but the total portfolio when constructed is always considered. Multi-management also offers other benefits which include but are not limited to improved administration efficiencies, negotiation of fees as well as access to niche managers that are otherwise inaccessible.

Sasfin BCI Horizon Multi Managed Accumulation Fund

The fund aims to accumulate a moderate total return over a medium to long-term investment horizon.

Sasfin BCI Horizon Multi Managed Diversified Growth Fund

The fund aims to offer investors a moderate to high total return over a long-term investment horizon, with a focus on investment growth by investing across asset classes.

Sasfin BCI Horizon Multi Managed Preservation Fund

The fund aims to deliver a stable level of income combined with capital preservation over a medium-term investment horizon.

Sasfin Horizon High Equity Fund

The fund aims to offer investors a moderate to high total return over a long-term investment horizon, with a focus on investment growth by investing across asset classes.

Sasfin Horizon Medium Equity

The fund aims to accumulate a moderate total return over a medium to long-term investment horizon.

Sasfin Horizon Low Equity

The fund aims to deliver a stable level of income combined with capital preservation over a medium-term investment horizon.

Sasfin Horizon Stable

The Fund aims to provide investment income and capital growth over the long term through investing primarily in local and international equity, fixed interest and cash instruments.

Sasfin Horizon Cash

The Cash Portfolio is a low risk money market fund that aims to deliver returns in excess of the STeFI consistently over time while ensuring capital preservation, stability and liquidity. 

Self service forms

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Individual Application Form

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BCI Application Legal Entity

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FICA Requirement Annexure Individual

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FICA Requirement Annexure Entity

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Switch Form

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BCI Withdrawal Form

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BCI Application Additional Contribution Form

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Withdrawal Form

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Investor Details Change

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Debit Order Change Form

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Transfer Form

Our Awards

Our innovative team has broken barriers and earned our company multiple awards.

<h4>Best moderate allocation fund for the Sasfin BCI Balanced Fund</h4>
Morningstar Awards | 2021

Best moderate allocation fund for the Sasfin BCI Balanced Fund

<h4>Best moderate allocation fund for the Sasfin BCI Balanced Fund</h4>
Morningstar Awards | 2020

Best moderate allocation fund for the Sasfin BCI Balanced Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2021

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2020

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2019

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

<h4>Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund</h4>
Raging Bull Awards | 2018

Best South African Multi-asset Income Fund Sasfin BCI Flexible Income Fund

Start investing today

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Individual Application Form

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BCI Application Legal Entity

Contact a financial advisor today

Contact your financial advisor or a Sasfin financial advisor today to find out more about investing with Sasfin Asset Managers.

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Your assets are in award winning hands

Boutique with a brand

We are smaller, more personal, independent and highly protective of the preservation and growth of our clients’ capital.

Collaboration

We benefit from being part of the broader Sasfin Group, a bank-controlling company that listed on the JSE in 1987.

Diversity

Our diverse offering has grown to incorporate a range of equity, income and multi-asset class funds designed to suit the needs of our discerning retail and institutional client base.

Meet the team

Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.

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Bonisiwe Masinga

Distribution Administrator

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Bruce Ackerman

Fund Manager

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Arno Lawrenz

Chief Investment Officer

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Naseema Fakir

Head: Human Capital

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Martin Hyde

Head: Distribution

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Sumaya Hassen

Business Development Manager (Institutional)

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Veenesh Dhayalam

Head: Asset Management Research

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Errol Shear

Fund Manager

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Jason Becker

Business Development Manager (Institutional)

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Kere'shea Govender

Head: Institutional Business

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Picture of Sitembele Mandondo

Sitembele Mandondo

Business Development Manager (Institutional)

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Sinenhlanhla Mkhize

Business Development Manager (Private Clients)

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Contact a financial advisor today

Contact your financial advisor or a Sasfin financial advisor today to find out more about investing with Sasfin Asset Managers.

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