Product Overview |
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Plexus Asset Management offers a varied product range, which includes the following:
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South African rand-denominated collective investment schemes
Plexus manages a range of South African rand-denominated collective investment schemes, which includes funds of funds, manager-of-manager funds and wrap funds.
Some of these funds invest in either domestic or foreign holdings only, while others include a combination of both. Certain funds are suitable only for discretionary investment funds, while others are suitable for discretionary as well as compulsory (retirement) investment funds, i.e. they are PIGS compliant (Reg 28 of Pensions Fund Act).
• Funds of funds
• Manager-of-manager funds
• Wrap funds
Segregated share portfolios
Plexus manages two segregated share portfolio options consisting of equities listed on the JSE. The structure of these investment options is individual share portfolios held through a stockbroker-managed account, with Plexus as the investment manager.
Offshore multi-manager funds
The Plexus offshore multi-manager funds are structured as Protected Cell Companies (PCCs) domiciled in Guernsey and denominated in US dollars. There are four risk-profiled funds ranging from aggressive to very conservative.
Alternative investment strategies funds
Our alternative investment strategies product range includes a domestic fund of hedge funds and an international fund of hedge funds.
Plexus offers a range of three institutional multi-manager funds (the Plexus CPIX + Target Funds) each targeting a specific inflation-beating return. These funds are specifically suited to the institutional investor and comply with regulations governing South African retirement funds. The institutional product range can also be structured to comply with the Medical Schemes Act.
Bespoke portfolios
Plexus offers a bespoke portfolio management service for mainly high net worth investors who require a say in the composition of their investment portfolios. These portfolios are structured on an individual basis in consultation with the client.
