Discretionary Fund Management Solutions

OUR VISION

About

Vivante Asset Managers provides you with discretionary investment management services. Our core value proposition includes robust long-term strategies based on in-depth market knowledge, outcomes based investing, quantified value creation, while considering cost and operational impacts. Our Customer-Centric Financial Services Solutions lays the foundation of our passion in growth and ethical business practices.

Our investment philosophy is centred around capital preservation, and we believe that managing risk, as opposed to returns, is the most effective way to deliver on our clients’ investment objectives. By minimising capital losses and compounding positive returns, we can ensure superior, consistent and stable returns. The compounded effect of these returns over time leads to long-term wealth creation.

Manager Selection

In-depth research and analysis to identify and select the right investment style

Time horizon

Identifying the time horizon of our clients to maximise the required outcome.

Asset allocation

Prudent allocation to risk asset classes based on unique risk budget of each portfolio

PRACTICE AREAS

Model
portfolios

Vivante constructs a customised portfolio solution for the clients' unique needs and specific to their investment objectives, with a focus on outcomes based investing and capital preservation.

Vivante Pure Conservative Portfolio

When markets are uncertain, consistency can be found in our Conservative Fund Offering.

Vivante Core Growth Portfolio

The portfolio may invest in foreign assets as permitted by legislation and complies with Regulation 28 of the Pension Funds Act, 1956. The offshore exposure of the overall portfolio will be based on that of the underlying funds. The Fund allows for 15% of the portfolio to be invested in Private Equity and 10% in Hedge Funds.

Vivante Absolute Balanced Portfolio

Balancing risk and reward requires skill and consistency while matching risk and reward over the medium term horizon.

Factsheet

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Vivante Ultra Balanced Portfolio

Vivante Maximus Alternative Portfolio

Our Equity arrangements offer attractive cost structures while focusing on what really matter, your returns over a longer term horizon, diversified across the major asset classes utilising a multi-manager approach.

The fund is diversified across a range of alternative asset classes utilising a multi-manager approach. The portfolio typically has high equity exposure which may result in capital volatility over the short to medium term. The portfolio is managed in such a manner that capital losses over one year periods may occur.

Objective: CPI+1%

Objective: CPI+2%

Objective: CPI+3%

Objective: CPI+4%

Objective: CPI+7%

MDD/Fund Fact Sheet Publishing

Each fund follows a different process for input and approval. As a result of these varying factors, publishing dates of finalised MDD’s for each of our funds may differ. As soon as we have official approval and sign-off of monthly performance and figures, we publish our MDD’s/Fund Fact Sheets.