Mondaine Capital
Wrap Funds

Mondaine Capital multi-asset wrap funds are designed to meet your needs and are  actively managed to the highest standards. We select and combine skilled asset managers in  our multi-managed funds, offering you a holistic and competitive solution that is positioned to  achieve your stated investment goals, even as markets change and managers come and go.  You can be confident that your investment needs will be well managed over time, and that  you’ll benefit from the collaborative input of some of the industry’s top investment professionals.

 

A structured, disciplined approach to managing your investment
 

We follow a structured and disciplined process to managing your portfolio to ensure consistent  performance at all times.   

For this reason we appoint a dedicated portfolio management team to manage your investment. The process is supported by careful fund analysis, a clearly-documented  investment philosophy and objective research process. Our portfolio construction decisions are based  on detailed economic, asset allocation and asset manager analysis, and regularly reviewed by our compliance department to ensure we remain true to out investment mandate.  This ensures a well-managed portfolio, closely matched to your needs and goals.

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Our investment philosophy and fund construction process

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Your portfolio is managed according to sound investment principals to ensure that any decisions we  make are objective and well-founded. We believe it is important to stay true to your long-term  investment goals, while still exploiting short-term market mispricing to achieve the best possible returns.  Because markets are inefficient in the short term and asset prices can deviate from their fair value,  selecting the right asset managers is important and can make a difference to your investment  outcome.

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At Mondaine Consult (Pty) Ltd, we add value to your portfolio by using the most suitable asset  managers as the markets and economic landscape changes.

 

Our process is backed by the rigorous and proven research capabilities of Sanlam Investment’s multi-management team and the research team at Glacier. This is a team of experienced  investment professionals with a range of industry qualifications and an exceptional tactical asset  allocation track record, giving them a distinct competitive edge.

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Through this process we are able to construct funds that are:

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• Well diversified with asset manager strategies that are different, yet complementary, helping to  achieve a smoother return profile.

• Actively-managed, we make tactical shifts in asset managers as market conditions change to  minimise risk and ensure consistent, stable performance of our funds, even if financial advisor is  unavailable.

• Managed to the same high standards irrespective of client size.  Suited to various investment needs & goals.

• Continually monitored by investment professionals with monthly information on the portfolio in the  form of a fund fact sheet.

• Competitively priced with regard to the Total Expense Ration (TER) relating to the underlying asset  managers.

• Fully transparent with regard to costs, mandate & portfolio construction.