Professionally managed investment portfolios for larger business cash reserves with a longer time horizon than everyday operating cash.
These portfolios are managed by Mzansi Investments, the Group's asset manager, and held on the Mzansi Wealth investment platform.
Spread across cash, bonds, equities and offshore assets, matched to your risk appetite and time horizon.
Quarterly performance reporting structured to align with your business's financial year-end.
Choose a Cautious, Moderate or Growth portfolio depending on how long the reserve can stay invested.
| Item | Detail |
|---|---|
| Minimum investment | R100,000 lump sum |
| Risk profiles available | Cautious, Moderate, Growth |
| Recommended time horizon | 2 years minimum, 3+ years preferred |
| Annual management fee | 0.65% – 1.50% p.a., depending on portfolio |
| Reporting frequency | Quarterly |
Investment portfolios include growth assets like equities and bonds, offering higher long-term return potential but with capital value that can fluctuate, unlike a money market account.
Ideally reserves you're confident won't be needed for at least 2-3 years, since shorter horizons don't give growth assets enough time to recover from short-term dips.
Yes, quarterly reports can be shared directly with your accountant or bookkeeper, structured to align with your financial year-end.
An adviser at Mzansi Advisors can help you match a portfolio to your business's time horizon — at no extra cost.
Speak to an adviserCompare all save & invest optionsMzansi Wealth (Pty) Ltd is an authorised Financial Services Provider (Category I, platform administration), regulated by the FSCA.
Mzansi Investments (Pty) Ltd is an authorised Financial Services Provider (Category II, discretionary), regulated by the FSCA.
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