“Real portfolios, managed with real accountability.”
The Group's discretionary asset manager — building and managing the investment funds used across Mzansi and beyond.
Mzansi Investments builds and manages the investment funds used across the Group, deciding which shares, bonds and other assets to hold in order to grow a client's money over time. It has no direct relationship with individual clients.
Instead, its funds are made available to financial advisers and their clients through the Mzansi Wealth platform (Prism), alongside funds from unrelated investment managers, and it separately manages dedicated portfolios for large institutional clients such as retirement funds and companies. Mzansi Investments earns its place on any platform — including Mzansi's own — purely on the strength of its performance and fees.
We don't have our own client-facing product pages — our funds show up inside other businesses' offerings.
Our unit trusts and model portfolios are available to any adviser through the Mzansi Wealth platform (Prism) — Mzansi Advisors and unrelated independent advisers alike.
We manage dedicated, segregated portfolios directly for large clients such as retirement funds, medical schemes and companies — including manufacturing the default and life-stage portfolios used inside the Mzansi Umbrella Retirement Fund.
We supply Mzansi Wealth's platform. Our unit trusts and model portfolios sit on Prism, Mzansi Wealth's investment platform, competing for shelf space alongside completely unrelated fund managers on equal terms.
Mzansi Advisors places business with us, but isn't required to. Our model portfolios are built for Mzansi Advisors' advisers, but advisers can and do use other managers' funds where they fit a client better.
We compete on merit, not on Group ownership. Being part of the same Group as Mzansi Wealth doesn't guarantee us preferential placement — our funds have to perform to earn their spot.
No Mzansi Rewards relationship. Since we have no direct client relationships, Mzansi Rewards points are earned through Mzansi Wealth or Mzansi Advisors instead, not through us directly.
The people responsible for fund management and institutional client mandates.
Leads the fund management and institutional mandate businesses, with over 30 years in South African asset management.
Manages the unit trust range and model portfolios used by advisers across the Group and beyond.
Leads relationships with retirement funds, medical schemes and corporate institutional clients.
Mzansi Investments (Pty) Ltd is a discretionary asset manager, licensed and regulated separately from the rest of the Mzansi Group.
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