Private Clients
List of Investment Products
Wealth Builder

What is this product?

The WealthBuilder investment is our flagship portfolio. It’s designed to protect and grow your wealth over the medium to long term. The goal of the portfolio is to outperform a medium-risk benchmark of inflation (CPI) + 3%, after all trading costs. The portfolio is a full discretionary (we manage your investment) portfolio that’s invested directly on the JSE.It gives you exposure to all the major asset classes such as local and offshore equities, bonds, preference shares and cash.

It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.

Why should I invest in it?

By investing in the portfolio you’ll have:

  •  A professional investment team aiming to outperform the benchmark consistently – see factsheet for more information
  • Access to a personal portfolio manager
  • Fully transparency with real-time access to your portfolio 24/7
  • Low costs because we trade directly on the JSE
  • An independent research team supporting your portfolio
  • A personal portfolio in your own name

Who should invest in it?

This portfolio is for anyone who wants us to manage their investments and build their wealth over the medium to long term using medium-risk investments. We normally advise clients to invest for at least three years in this portfolio. What are the fees?

What are the fees?

We strive to have complete transparency with regards to our portfolios. There are neither initial fees nor performance fees charged. An annual management fee of 1% per annum on the assets managed is charged quarterly, in arrears. JSE and trading costs apply.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R500,000. However we have an alternative investment that mimics this portfolio using lower cost investments which will only cost R100,000. We do have debit order facilities available. Using this you are able to build your full portfolio over time effectively with minimal costs. We usually accept a minimum of R20,000 per month.

Wealth Cash

What is this product?

The WealthCash portfolio is designed for investors who want a relatively safe, low risk investment. The cash is invested in a Money Market or Fixed deposit account, and structured such that interest will accrue in the investor’s investment account with Afrifocus on a monthly basis. The benchmark goal is the Alexander Forbes Money Market Index.

This portfolio is in your own name and is an individual’s personal investment account.

Why should I invest in it?

  • By investing in the portfolio you’ll have:
  • Access to a personal portfolio manager
  • Full transparency with real-time access to your portfolio 24/7
  •  Low costs because we trade directly on the JSE
  •  An independent research team supporting your investments
  •  A personal portfolio in your own name

We provide all regulatory SARS documentation annually.

Who should invest in it?

This portfolio is for someone who wants a relatively safe investment that should grow faster as compared to a simple bank account. This low-risk portfolio can be used for any time period.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R10,000. We provide debit order facilities. Speak to us for more information.

Wealth Income

What is this product?

The WealthIncome portfolio is an actively managed portfolio constructed to give you high after-tax yield on cash with large growth in income. The goal of the portfolio is to outperform a low risk benchmark of the Alexander Forbes Money Market Index over the medium to long term. The portfolio is a full discretionary (we manage your investment) portfolio that’s invested directly on the JSE. It gives you exposure to high yielding JSE-listed shares, property shares, preference shares and longer-term fixed deposit accounts.

It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.

Why should I invest in it?

By investing in the portfolio you’ll have:

  •  A professional investment team aiming to outperform the benchmark consistently
  •  Access to a personal portfolio manager
  •  Full transparency with real-time access to your portfolio 24/7
  •  Low costs because we trade directly on the JSE
  •  An independent research team supporting your investments
  •  A personal portfolio in your own name

We provide all regulatory SARS documentation annually.

Who should invest in it?

This portfolio is for someone who wants us to manage their investments and build their wealth over the medium to long term using lower-to-medium risk investments. This portfolio is favoured by people who are nearing retirement or who are currently retired. We normally advise clients to invest for at least three years in this portfolio.

What are the fees?

We strive to have complete transparency with regards to our portfolios. There are neither initial fees nor performance fees charged. An annual management fee of 1% per annum on the assets managed is charged quarterly, in arrears. JSE and trading costs apply.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R500,000. We provide debit order facilities. Speak to us for more information.

Wealth Trader

What is this product?

The Afrifocus WealthTrader is a full-discretionary, actively managed futures portfolio, designed to achieve expected higher returns with higher risk. It uses the JSE derivatives market to enter long positions in single stocks and sector indices.

The portfolio is suitable for investors with a high tolerance for risk. The maximum gearing of the portfolio’s capital value will be 200%, with exposure to any share not exceeding 20% of the ungeared capital value of the portfolio. Due to its high risk nature, we use several risk management techniques with strict procedures for entering as well as exiting positions.

It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.

Why should I invest in it?

By investing in the portfolio you’ll have:

  • A professional investment team aiming to outperform the benchmark consistently – see factsheet for more information
  • Access to a personal portfolio manager
  • Fully transparency with real-time access to your portfolio 24/7
  •  Low costs because we trade directly on the JSE
  •  An independent research team supporting your investments
  •  A personal portfolio in your own name

We provide all regulatory SARS documentation annually.

Who should invest in it?

This portfolio is for anyone who has a high tolerance for risk and wants us to manage their investments and build their wealth over the medium to long term using high-risk investments. We normally advise clients to invest for at least three years in this portfolio.

What are the fees?

We strive to have complete transparency with regards to our portfolios. There are neither initial fees nor performance fees charged. An annual management fee of 1% per annum on the assets managed is charged quarterly, in arrears. JSE and trading costs apply.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R100,000. We provide debit order facilities. Speak to us for more information.

Wealth Equities

What is this product?

The WealthEquities portfolio is an actively managed portfolio that attempts to invest in undervalued JSE-listed shares with excellent return prospects. The goal of the portfolio is to outperform a high risk benchmark of FTSE/JSE All Share Total Return Index over the medium to long term. The portfolio is a full discretionary (we manage your investment) portfolio that’s invested directly on the JSE. It gives you a diversified portfolio with exposure to domestic and international stocks.

It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.

Why should I invest in it?

By investing in the portfolio you’ll have:

  •  A professional investment team aiming to outperform the benchmark consistently
  •  Access to a personal portfolio manager
  •  Full transparency with real-time access to your portfolio 24/7
  •  Low costs because we trade directly on the JSE
  •  An independent research team supporting your investments
  •  A personal portfolio in your own name

We provide all regulatory SARS documentation annually.

Who should invest in it?

This portfolio is for someone who wants us to manage their investments and build their wealth over the medium to long term using high risk investments. This portfolio is favoured by people who want to grow their wealth and are able to tolerate risk. We normally advise clients to invest for at least three years in this portfolio.

What are the fees?

We strive to have complete transparency with regards to our portfolios. There are neither initial fees nor performance fees charged. An annual management fee of 1% per annum on the assets managed is charged quarterly, in arrears. JSE and trading costs apply.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R500,000. We provide debit order facilities. Speak to us for more information.

Wealth Builder

What is this product?

The WealthBuilder investment is our flagship portfolio. It’s designed to protect and grow your wealth over the medium to long term. The goal of the portfolio is to outperform a medium-risk benchmark of inflation (CPI) + 3%, after all trading costs. The portfolio is a full discretionary (we manage your investment) portfolio that’s invested directly on the JSE.It gives you exposure to all the major asset classes such as local and offshore equities, bonds, preference shares and cash.

It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.

Why should I invest in it?

By investing in the portfolio you’ll have:

  •  A professional investment team aiming to outperform the benchmark consistently – see factsheet for more information
  • Access to a personal portfolio manager
  • Fully transparency with real-time access to your portfolio 24/7
  • Low costs because we trade directly on the JSE
  • An independent research team supporting your portfolio
  • A personal portfolio in your own name

Who should invest in it?

This portfolio is for anyone who wants us to manage their investments and build their wealth over the medium to long term using medium-risk investments. We normally advise clients to invest for at least three years in this portfolio. What are the fees?

What are the fees?

We strive to have complete transparency with regards to our portfolios. There are neither initial fees nor performance fees charged. An annual management fee of 1% per annum on the assets managed is charged quarterly, in arrears. JSE and trading costs apply.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R500,000. However we have an alternative investment that mimics this portfolio using lower cost investments which will only cost R100,000. We do have debit order facilities available. Using this you are able to build your full portfolio over time effectively with minimal costs. We usually accept a minimum of R20,000 per month.

Wealth Cash

What is this product?

The WealthCash portfolio is designed for investors who want a relatively safe, low risk investment. The cash is invested in a Money Market or Fixed deposit account, and structured such that interest will accrue in the investor’s investment account with Afrifocus on a monthly basis. The benchmark goal is the Alexander Forbes Money Market Index.

This portfolio is in your own name and is an individual’s personal investment account.

Why should I invest in it?

  • By investing in the portfolio you’ll have:
  • Access to a personal portfolio manager
  • Full transparency with real-time access to your portfolio 24/7
  •  Low costs because we trade directly on the JSE
  •  An independent research team supporting your investments
  •  A personal portfolio in your own name

We provide all regulatory SARS documentation annually.

Who should invest in it?

This portfolio is for someone who wants a relatively safe investment that should grow faster as compared to a simple bank account. This low-risk portfolio can be used for any time period.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R10,000. We provide debit order facilities. Speak to us for more information.

Wealth Income

What is this product?

The WealthIncome portfolio is an actively managed portfolio constructed to give you high after-tax yield on cash with large growth in income. The goal of the portfolio is to outperform a low risk benchmark of the Alexander Forbes Money Market Index over the medium to long term. The portfolio is a full discretionary (we manage your investment) portfolio that’s invested directly on the JSE. It gives you exposure to high yielding JSE-listed shares, property shares, preference shares and longer-term fixed deposit accounts.

It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.

Why should I invest in it?

By investing in the portfolio you’ll have:

  •  A professional investment team aiming to outperform the benchmark consistently
  •  Access to a personal portfolio manager
  •  Full transparency with real-time access to your portfolio 24/7
  •  Low costs because we trade directly on the JSE
  •  An independent research team supporting your investments
  •  A personal portfolio in your own name

We provide all regulatory SARS documentation annually.

Who should invest in it?

This portfolio is for someone who wants us to manage their investments and build their wealth over the medium to long term using lower-to-medium risk investments. This portfolio is favoured by people who are nearing retirement or who are currently retired. We normally advise clients to invest for at least three years in this portfolio.

What are the fees?

We strive to have complete transparency with regards to our portfolios. There are neither initial fees nor performance fees charged. An annual management fee of 1% per annum on the assets managed is charged quarterly, in arrears. JSE and trading costs apply.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R500,000. We provide debit order facilities. Speak to us for more information.

Wealth Trader

What is this product?

The Afrifocus WealthTrader is a full-discretionary, actively managed futures portfolio, designed to achieve expected higher returns with higher risk. It uses the JSE derivatives market to enter long positions in single stocks and sector indices.

The portfolio is suitable for investors with a high tolerance for risk. The maximum gearing of the portfolio’s capital value will be 200%, with exposure to any share not exceeding 20% of the ungeared capital value of the portfolio. Due to its high risk nature, we use several risk management techniques with strict procedures for entering as well as exiting positions.

It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.

Why should I invest in it?

By investing in the portfolio you’ll have:

  • A professional investment team aiming to outperform the benchmark consistently – see factsheet for more information
  • Access to a personal portfolio manager
  • Fully transparency with real-time access to your portfolio 24/7
  •  Low costs because we trade directly on the JSE
  •  An independent research team supporting your investments
  •  A personal portfolio in your own name

We provide all regulatory SARS documentation annually.

Who should invest in it?

This portfolio is for anyone who has a high tolerance for risk and wants us to manage their investments and build their wealth over the medium to long term using high-risk investments. We normally advise clients to invest for at least three years in this portfolio.

What are the fees?

We strive to have complete transparency with regards to our portfolios. There are neither initial fees nor performance fees charged. An annual management fee of 1% per annum on the assets managed is charged quarterly, in arrears. JSE and trading costs apply.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R100,000. We provide debit order facilities. Speak to us for more information.

Wealth Equities

What is this product?

The WealthEquities portfolio is an actively managed portfolio that attempts to invest in undervalued JSE-listed shares with excellent return prospects. The goal of the portfolio is to outperform a high risk benchmark of FTSE/JSE All Share Total Return Index over the medium to long term. The portfolio is a full discretionary (we manage your investment) portfolio that’s invested directly on the JSE. It gives you a diversified portfolio with exposure to domestic and international stocks.

It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.

Why should I invest in it?

By investing in the portfolio you’ll have:

  •  A professional investment team aiming to outperform the benchmark consistently
  •  Access to a personal portfolio manager
  •  Full transparency with real-time access to your portfolio 24/7
  •  Low costs because we trade directly on the JSE
  •  An independent research team supporting your investments
  •  A personal portfolio in your own name

We provide all regulatory SARS documentation annually.

Who should invest in it?

This portfolio is for someone who wants us to manage their investments and build their wealth over the medium to long term using high risk investments. This portfolio is favoured by people who want to grow their wealth and are able to tolerate risk. We normally advise clients to invest for at least three years in this portfolio.

What are the fees?

We strive to have complete transparency with regards to our portfolios. There are neither initial fees nor performance fees charged. An annual management fee of 1% per annum on the assets managed is charged quarterly, in arrears. JSE and trading costs apply.

What’s the minimum I can invest?

As a lump sum we accept a minimum of R500,000. We provide debit order facilities. Speak to us for more information.

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