The PPS Fund range offers appropriate standalone solutions suitable to your individual requirements. Our multi-managed approach aims to increase the consistency of the returns you can expect from our funds by ensuring we appoint outstanding asset managers, combine them sensibly and monitor them diligently.
We partner with exceptional managers
PPS Multi-Managers partner with proven asset managers with demonstrable track records to construct robust investment strategies. We understand being exceptional sometimes means being different from the crowd, and our investment process is deliberately geared to accommodating such managers in robust portfolios.
We play to their strengths
No asset manager is good at everything. We give our managers bespoke mandates that play to their strengths, and make sure they remain focused on what they're good at. We also understand they may go through periods where their style is out of favour, but because we've deliberately combined different managers, we can accommodate such performance provided we're convinced the manager is sticking to what they are good at, and following their process.
At PPS Investments we have been successfully managing multi-manager funds for close to a decade. Our investment team follows a disciplined monthly process to ensure the asset managers in the portfolio are all doing the job they are meant to be doing. An independent investment policy committee has oversight on all investment decisions proposed by the investment team, and reports directly to the PPSI Board. This structure deliberately forces consistency and rigour on the investment process.
PPS Multi-Managers offers a focused range of funds suitable to most investors' needs. Please select from the range of funds targeting inflation, funds maximising outperformance, or funds tracking a benchmark, or contact your financial advisor who will gladly assist you. Our funds are all Collective Investment Schemes (C.I.S.) and regulated by the Financial Sector Conduct Authority (FSCA).
These funds aim to minimise the chance of not achieving these inflation objectives over the designated time period.
This fund deploys a
flexible asset allocation strategy to target its inflation objective of CPI+6%
p.a. over 7-year periods. The fund will have a strong bias towards growth
assets and can hold at times more than half the fund in international assets.
This fund will not hold more than 60% in equities to target its inflation objective of CPI+4% p.a. over 5-year periods. This fund will have a modest bias towards growth assets and will be managed according to Regulation 28 of the Pension Funds Act.
This fund will not hold more than 40% in equities to target its inflation objective of CPI+2% p.a. over 3 year periods. This fund will remain diversified across growth and income-generating assets, and will be managed according to Regulation 28 of the Pension Funds Act.
This fund aims to outperform a market index of local equities listed on the JSE over a 7-year market cycle. The fund has a bias towards unconstrained active managers, and is suitable for investors seeking exposure to growth assets linked to the South African listed stock market.
This fund aims to outperform a market index of global equities and bonds over a 5 year market cycle. The fund has a bias towards unconstrained active managers, and is suitable for investors seeking exposure to growth assets linked to global stock markets.
This fund aims to outperform the average assertive retirement fund over a 5-year market cycle. The fund favours managers with multi-asset class capabilities, but has a bias towards growth assets. The fund is managed according to Regulation 28 of the Pension Funds Act.
This fund aims to outperform a market index of shorter-dated South African bonds over a 1-year market cycle. The fund invests with managers with specialist fixed interest capabilities, who can invest across a broad range of fixed interest assets. The fund is managed according to Regulation 28 of the Pension Funds Act.
This fund aims to outperform a market index of short dated South African cash over a 1-year market cycle. The fund is restricted in types of fixed interest instruments it can hold, and is managed according to Regulation 28 of the Pension Funds Act.
This fund aims to track daily a propriety composite index over 5-year market cycles. The index has a bias towards growth assets, and is managed according to Regulation 28 of the Pension Funds Act. The fund is suitable for assertive investors seeking passive exposure for a retirement fund solution.
It is appropriate for retirement savings
The portfolio has been constructed to be an appropriate Regulation 28-compliant solution for South African investors saving towards their retirement. Importantly, the index tracked by this portfolio will have a fixed asset allocation that will be rebalanced annually or in order to prevent the portfolio breaching Regulation 28 provisions.
You can choose how it can work best for you
This portfolio is appropriate for investors that want to choose their own funds on our platform and combine this index-tracking component with other active managers on the platform, or invest in a stand-alone index-tracking portfolio.
It offers diversification
The portfolio will track the PPS Balanced Index which will be published daily and is diversified across local and global asset classes.
Depending on your preference, there are a few ways you are able to invest with us.
Invest via an adviserWe always recommend seeking the advice of an experienced and qualified financial adviser to help you set financial goals, save sufficiently for these goals and stick to your investment plans. Should wish to find a PPS Investments accredited adviser, leave your details here and someone will contact you shortly.
Invest via an adviser
Invest NowWith the InvestNow functionality, you're able to place new investments, top up existing investments, switch or make withdrawals. And in-app notifications keep you updated on the progress of your transactions. A nifty retirement calculator and access to key documents like tax certificates are added benefits. Click here to use this functionality.
Printing and completing an application formYou're also welcome to print and complete an application form and send it to our Validations Team at firstname.lastname@example.org. For any further support, contact our dedicated client service teams are available between 8:00 and 17:00, Mondays to Fridays at 0860 468 777 or email@example.com to assist you with your transaction.