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.
In-depth research and analysis to identify and select the right investment style
Identifying the time horizon of our clients to maximise the required outcome.
Prudent allocation to risk asset classes based on unique risk budget of each portfolio
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.
Objective: CPI+1%
When markets are uncertain, consistency can be found in our Conservative Fund Offering.
Objective: CPI+2%
Balancing risk and reward requires skill and consistency while matching risk and reward over the medium term horizon.
Objective: CPI+3%
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.
Objective: CPI+4%
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.
Objective: CPI+3%
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.
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.
Download the Model portfolio discretionary investor mandate >>
Head Office
Pretoria
1st Floor, Building 3
Atterbury Estate,
19 Frikkie de Beer, Menlyn, 0063
Email: info@vivanteam.com
Tel: 087 821 1222
©2022 Vivante Asset Managers
Vivante Asset Managers (Pty) Ltd is an Authorised Financial Services Provider. (FSP 18715)