Services

Mutual Fund Management

To many people, Mutual Funds can seem complicated or intimidating. We are going to try and simplify it for you at its very basic level.

Essentially, the money pooled in by a large number of people (or investors) is what makes up a Mutual Fund. This fund is managed by a professional fund manager.

It is a ‘trust’ that collects money from a number of investors who share a common investment objective. Then it invests the money in equities, bonds, money market instruments and/or other securities. Each investor owns units, which represents a portion of the holdings of the fund. The income/gains generated from this collective investment are distributed proportionately amongst the investors after deducting certain expenses, by calculating a schemes’ ‘Net Asset Value or NAV’. Simply put, a Mutual Fund is one of the most viable investment options for the common man as it offers an opportunity to invest in diversified, professionally managed basket of securities at a relatively low cost.

Institutional Portfolio Management

Capitec Asset Management Limited provides customized fund management services to its institutional clients according to their requirements. These are fully customized portfolio management services for our valued clients and their needs. Capitec Asset Management Limited takes utmost care of you and your specific needs with diverse and critical research and then comes up with a solid solution only for you. We will construct and manage your portfolio as per your given objectives. CAM will not only protect your wealth but also will ensure the growth of your money with time because we understand the value of your hard earned wealth. Our highly skilled professionals are here to manage your Fund and ensure a comfort zone for your future financial desire.

Corporate Advisory

Our corporate advisory services include:

  • Corporate Financial Advisory
  • Equity Arrangement
  • Project Finance
  • Corporate Bonds
  • Loan Syndication
  • Corporate Loans
  • Commercial Papers