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Domestic share portfolios
Managed international share portfolios
Regulation 28 compliant private share portfolios
Since 1900, the South African equity market has been one of the world’s most successful, generating a return of 7.0% (after inflation) per annum. This ranks among the highest in the world. Over the last 16 years the JSE averaged a remarkable net real return of 7.11% per annum.*
A managed share portfolio enables individuals, trusts and companies to invest cost-effectively in JSE-listed companies and a wide range of exchange trade funds offering international exposure.
Every portfolio is tailored to the investor’s unique profile.
Standard Bank Group Securities (SBGS) provides the platform VEGA uses to manage domestic share portfolios. SBGS is a JSE member and VEGA clients enjoy all JSE guarantees in this regard. SBGS is renowned for the high quality of their research, effective administration and internet platform.
* Source: Credit Suisse Global Investment Returns Yearbook 2023 – p.16
Of all the US firms listed in 1900, more than 80% of their value was in industries that are today small or extinct. The world and the global investment arena are transforming rapidly. Are your investments structured to participate in these growth opportunities?
Direct international share portfolios
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Offers exposure to pioneering growth sectors otherwise unavailable to South African investors such as cybersecurity, medical devices, automation, etc
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Shareholding in international stalwarts, for example Apple, Alphabet, L’Oréal, Nestlé, Microsoft, Zoetis, Qualcomm and Visa.
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Hedging against local political, socio-economic and currency uncertainty
The investment platform and accounts are administered by either Swissquote or Credit Suisse. Investors have free live internet access to their international portfolios.
All portfolios are managed by VEGA Asset Management.
Minimum portfolio amount:
Swissquote USD 100 000
Edmond De Rothschild USD 250 000
There are significant differences between pooled investments such as unit trusts and private share portfolios (PSPs). In a nutshell, a PSP allows a client to convert and invest his / her pension fund or provident fund and/or retirement annuities in a tailored share portfolio.
PSP investing involves a bespoke investment portfolio in which shares and other securities are held and managed in the investor’s name. These portfolios are managed in accordance with Regulation 28 of the Pension Fund Act.
VEGA Asset Management has agreements with Old Mutual and Sanlam regarding “private share portfolios (PSP)”.
Minimum investment = R1 million
Services
Domestic share portfolios
Since 1900, the South African equity market has been one of the world’s most successful, generating a return of 7.2% (after inflation) per annum. This ranks among the highest in the world. Over the last 16 years the JSE averaged a remarkable net real return of 8.2% per annum.*
A managed share portfolio enables individuals, trusts and companies to invest cost-effectively in JSE-listed companies and a wide range of exchange trade funds offering international exposure.
Every portfolio is tailored to the investor’s unique profile.
Standard Bank Group Securities (SBGS) provides the platform VEGA uses to manage domestic share portfolios. SBGS is a JSE member and VEGA clients enjoy all JSE guarantees in this regard. SBGS is renowned for the high quality of their research, effective administration and internet platform.
* Source: Credit Suisse Global Investment Returns Yearbook 2017 – p.41
Managed international share portfolios
Of all the US firms listed in 1900, more than 80% of their value was in industries that are today small or extinct. The world and the global investment arena are transforming rapidly. Are your investments structured to participate in these growth opportunities?
Direct international share portfolios
Offers exposure to pioneering growth sectors otherwise unavailable to South African investors such as cybersecurity, electric vehicles, virtual reality, biotech, etc
Shareholding in international stalwarts, for example Apple, Alphabet, L’Oréal, Nestlé, Novartis, Roche, Visa and Walt Disney
Hedging against local political, socio-economic and currency uncertainty
The investment platform and accounts are administered by either Swissquote or Credit Suisse. Investors have free live internet access to their international portfolios.
All portfolios are managed by VEGA Asset Management.
Minimum portfolio amount:
Credit Suisse USD 200 000
Swissquote USD 100 000
Regulation 28 compliant private share portfolios
VEGA Asset Management has an agreement with Sanlam Private Investments and Glacier regarding “private share portfolios (PSP)”. In a nutshell, a PSP allows a client to convert and invest his / her pension fund or provident fund and / or retirement annuities in a tailored share portfolio. These portfolios are managed in accordance with Regulation 28 of the Pension Fund Act.
Regulation 28 compliant private share portfolios
VEGA Asset Management has an agreement with Sanlam Private Investments, Glacier and Old Mutual regarding “private share portfolios (PSP)”. In a nutshell, a PSP allows a client to convert and invest his / her pension fund or provident fund and / or retirement annuities in a bespoke share portfolio
These portfolios are managed in accordance with Regulation 28 of the Pension Fund Act
Glacier, a subsidiary of Sanlam, administers the PSPs.
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