INVESTMENT MANAGEMENT
Robust, repeatable, reliable — since 2005.
Investment management is a key component of the broader wealth management process at Cordatus, and it’s also available on its own. Rather than reacting to headlines, our process runs on research, portfolio construction disciplined by each client’s risk profile and time horizon, and ongoing review — the same rigour applied consistently, year after year, whichever way markets are moving.
Cordatus offers four Collective Investment Schemes, available individually or in combination with other approved fund managers. A Cordatus wealth manager will confirm the suitability of any fund, or combination of funds, for your circumstances before you invest.
Cordatus Balanced Prescient Fund
Moderate risk · Medium term (3+ years)
For investors with a moderate risk profile who want a diversified portfolio balancing income provision with capital growth. Geographic, asset class and stock selection made on your behalf. Well suited to retirement solutions such as RAs, preservation funds and living annuities.
Cordatus Worldwide Flexible Prescient Fund
Higher risk · Long term (5+ years)
For investors seeking a diversified portfolio of shares, predominantly offshore, with a bias toward capital growth. Built for a long-term horizon, with geographic, asset class and stock selection made on your behalf.
Cordatus Worldwide Flexible Opportunities Prescient Fund
Moderate-to-higher risk · Target: SA CPI + 3% p.a.
Targeting a total return — income and growth combined — in excess of SA CPI + 3% per annum. A diversified, predominantly offshore portfolio biased toward income in addition to capital growth, with equity exposure capped at 80% of assets.
Cordatus Worldwide Flexible Prescient Fund of Funds
Moderate-to-higher risk · 3–5 years
A diversified solution biased toward capital growth over income, using external fund managers to round out diversification, with geographic, asset class, stock and external manager selection made on your behalf.