WedFin || We do Finance

Phone +27 12 662 0014
info@wedfin.co.za
Block 2, Manhattan Office Park, 16 Pieter Street, Highveld Park, Centurion, 0157

WedFin Investments
Wrap Funds Range

Disciplined Approach

A structured approach to managing your investment

WedFin 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.

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 our investment mandate. This ensures a well-managed portfolio, closely matched to your needs and goals.

At WedFin, we add value to your portfolio by using the most suitable asset managers as the markets and economic landscape changes. Your portfolio is managed according to sound investment principles 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.

Glacier by Sanlam

Our process is backed by the rigorous and proven research capabilities of Sanlam Investment’s multi-management team and the research team at Glacier by Sanlam. 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.

Direct Solutions Wrap-Fund Range

WedFin Conservative

The wrap fund aims to provide investors with a high level of income over the short term. The preservation of capital is of primary importance. The fund will consist primarily of income orientated assets with limited exposure to equities. Investors in this fund have an investment horizon of 1 year or longer. The fund is compliant with Regulation 28 of the Pension Funds Act, 1956.

WedFin Cautious

The wrap fund aims to provide investors with stable income and a high level of capital stability. The probability of capital loss over the medium to long term is low. The fund will consist primarily of income orientated assets with a below average exposure to equities. Investors in this fund should have a minimum investment horizon of 3 years. The fund is compliant with Regulation 28 of the Pension Funds Act.

WedFin Moderate

The wrap fund aims to provide a reasonable level of capital growth over the medium term. Investors in this fund are prepared to tolerate moderate fluctuations in the value of their investment over the short term. The fund will be diversified across all major asset classes with an average exposure to equities. Investors in this fund should have a minimum investment horizon of 3 years or longer. The fund is compliant with Regulation 28 of the Pension Funds Act.

WedFin Moderate Aggressive

The wrap fund aims to provide a high level of capital growth over the long term. Investors in this fund are prepared to tolerate high fluctuations in the value of their investment over the short term. The fund will be diversified across all major asset classes with a bias towards equities. Investors in this fund should have a minimum investment horizon of 5 years. The fund is compliant with Regulation 28 of the Pension Funds Act.

WedFin Worldwide Flexible

The wrap fund aims to provide a high level of capital growth over the long term. Investors in this fund are prepared to tolerate high fluctuations in the value of their investment over the short term. The fund will be diversified across all major asset classes with a strong bias towards equities and can invest in South African and/or foreign markets up to 100% either way. Investors in this fund should have a minimum investment horizon of 5 years or longer. The fund is not compliant with Regulation 28 of the Pension Funds Act.