local portfolio
Overberg clients will have direct ownership of JSE listed equities, real estate holdings, preference loan stock, and government bonds.
Direct ownership
Direct ownership cuts out many layers of costs and inefficiencies associated with unit trusts. Direct ownership ensures the compounding of a superior performance advantage over time. Overberg’s strict investment criteria ensure sector and stock selections are limited to “blue chip” shares
Local Portfolio administration
Your portfolio will be in the safe custody of Investec Securities, Standard Bank Group Securities and Nedbank Private Wealth Stockbrokers. Constant availability and a quick and flexible response are fundamental to our client relationships. Clients have access to their latest investment positions via a daily update on the Investec website or Standard Bank website. We produce customised statements and investment reports to specific requirements.
| • | FSB approved |
| • | Base currency: South African Rand |
| • | Stand-alone Private Portfolio |
| • | Minimum investment: R500,000 |
| • | Benchmark: Mix of JSE and All Bond indices |
| • | Asset Allocation: flexible mix of equities, real estate holdings, preference loan stock, government bonds and cash |
Non-discretionary retirement funds
Retirement fund clients with living annuities, retirement annuities, provident preservation funds, pension preservation funds and endowment funds, who previously were limited in their choice to unit trusts and other collective investment schemes, can now for the first time via the Sanlam Glacier Platform and Momentum Galaxy Platform make use of our individually tailored, privately managed portfolios, thereby boosting their investment returns.
Mandate tailored to your investment objectives
Each individual portfolio is designed to match your exact needs and expectations. We have monitored the performance of our first clients as shown in accompanying performance fact-sheets. These fit into the following broad categories:
| • | Local Growth: Conservative South African diversified growth portfolio, using medium risk strategy with consistent annual returns and moderate volatility. |
| • | Local Income: Conservative South African diversified income portfolio, using low risk strategy with consistent annual returns and low volatility. |
| • | Local Cash Management: Actively managed cash management portfolio, designed to achieve tax efficient and superior income yield with minimal risk. |
| • | Your portfolio can be modelled on one of these or adjusted in terms of growth profile, income generation and exposure to any specified industrial sector or asset class. |
| • | We normally manage portfolios on a fully discretionary basis but will act on your instruction if this is your preference. |
Weekly market report
Overberg produces a unique weekly market report condensing global financial developments and SA market news in a concise easy to read document. The report keeps you up to date on global and local financial developments.
Local portfolio archive >>
