Our funds and products
We actively manage client assets, as well as our own, in a range of local and global funds and strategies. Additionally, we distribute three Janus Henderson Investors (JHI) funds to financial professionals in the South African market.
Please read and understand the minimum disclosure documents (fact sheets) below before you invest. The minimum disclosure documents contain all the information and disclosures as required by the Financial Sector Conduct Authority (FSCA). They set out the characteristics and objectives of each fund to help you understand their nature and risks so that you can make informed investment decisions. It is your responsibility to ensure that the funds you select are appropriate for your needs and objectives.
Unit trust funds
South African Multi-Asset
Currency
Fact sheet
Tax-free savings option
DENKER SCI* BALANCED FUND
The Denker SCI Balanced Fund is managed using a combination of ideas to offset risk and provide more consistent returns for investors. Investors in the fund have exposure to a breadth of stock ideas for an unpredictable future. The fund is Regulation 28 compliant.
Currency
Tax-free savings option
*Sanlam Collective Investments
South African Equity
Currency
Fact sheet
Tax-free savings option
DENKER SCI* EQUITY FUND
The Denker SCI Equity Fund is diversified across all sectors of the JSE. The fund invests in financially sound companies when they are attractively priced relative to their long-term return potential. The fund may also invest in companies in global markets, increasing the opportunities to invest in quality companies at a discount.
Currency
Tax-free savings option
DENKER SCI* SA EQUITY FUND
The South Africa-only Denker SCI SA Equity Fund invests in listed shares of financially sound companies that we believe are mispriced by the market and offer exceptional value. These companies have favourable long-term economic characteristics, are run by a competent management team, and trade at a price that is attractive when measured against the long-term return potential and intrinsic value of a business.
Currency
Tax-free savings option
S-ALT SC (SMALL CAP) QUALIFIED HEDGE FUND +
The S-Alt SC Qualified Hedge Fund + invests in smaller South African companies which we’ve identified as being attractively priced relative to their long-term return potential. The investment opportunities included in the portfolio are identified through extensive research on company fundamentals and the portfolio is constructed with a strong focus on risk management.
Management of the portfolio is outsourced to Denker Capital (Pty) Ltd, who act as a juristic representative on the Sanlam Investment Management (Pty) Ltd regulatory licence.
Currency
Tax-free savings option
*Sanlam Collective Investments
GLOBAL EQUITY
Currency
Fact sheet
Tax-free savings option
*Sanlam Collective Investments
SOUTH AFRICAN AND GLOBAL FINANCIALS
Currency
Fact sheet
Tax-free savings option
Denker Global Financial Fund
The award-winning Denker Global Financial Fund uses the investment team’s extensive experience and research capabilities to identify financial companies around the world that have a good track record of growing their net worth. At the same time the team maintains the discipline of investing only when these companies are mispriced.
Currency
Tax-free savings option
NEDGROUP INVESTMENTS FINANCIALS FUND
The Nedgroup Investments Financials Fund is suitable for investors who require specific exposure to financial sector shares as part of their overall investment strategy, with maximum capital appreciation as their primary goal over long term. The fund includes South African and global companies.
This fund is managed by Denker Capital according to a sub-advisory mandate with Nedgroup Investments.
Currency
Tax-free savings option
*Sanlam Collective Investments
ACTIVELY MANAGED CERTIFICATES
Currency
Brochure
DENKER GLOBAL OPPORTUNITIES PORTFOLIO
The Denker Global Opportunities Portfolio is an AMC issued by UBS and listed on the Johannesburg Stock Exchange. It invests in small and mid-capitalisation shares in global developed markets, leveraging our 20 years of expertise in investing in smaller companies worldwide. We aim to deliver superior long-term returns for our investors by managing a concentrated portfolio of our top investment ideas.
Currency
JANUS HENDERSON INVESTORS
Currency
Fact sheet
Tax-free savings option
HORIZON GLOBAL PROPERTY EQUITIES FUND
The Horizon Global Property Equities Fund is an actively managed and high-conviction fund focused on the managers’ best ideas in listed property stocks and REITs. Its aim is to deliver long-term capital appreciation.
Currency
Tax-free savings option
HORIZON GLOBAL SUSTAINABLE EQUITY FUND
The Horizon Global Sustainable Equity Fund is focused on companies that have a positive impact on the environment and society. JHI’s low-carbon investment approach aims to deliver compounding growth and attractive investment returns for investors in this fund.
