Financial Advisors

At Prowess Investments, we pride ourselves on our proficiency and boldness. This combination of sound thinking and courage enables us to provide you with the right product for you to offer your clients sound, balanced financial advice.

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Fixed Income

A low-risk portfolio focused on preserving capital through investment in a blend of high quality short dated instruments. This portfolio has a firm cash benchmark with a targeted return. It is ideal for those looking to preserve capital, generate income and find credit yield enhancement.

The portfolio seeks to produce returns that are superior to the Short Term Fixed Interest Composite Index (STEFI) by seeking investment opportunities in the fixed income market that offer value on a relative basis. The Fund’s strategy is to build a diversified portfolio that achieves a higher weighted average yield over the STEFI.

Benchmark: Short Term Fixed Interest Composite Index (STEFI)
Regulation 28: Yes
Structure: Unit Trust

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The portfolio is suitable for investors seeking medium to long-term capital growth over time. In order to achieve this objective, the portfolio invests in a diversified range of fixed interest securities, including but not limited to, government, semi-government, corporate bonds, fixed deposits, money market and other interest-bearing securities that offer value on a relative basis.

The portfolio seeks to produce returns that are superior to the FTSE/JSE All Bond Index (ALBI) by seeking investment opportunities in the fixed income market that offer value on a relative basis. The Fund’s strategy is to build a diversified portfolio that achieves a higher weighted average yield over risk free rates while minimising volatility.

Benchmark: FTSE/JSE All Bond Index (ALBI)
Regulation 28: Yes
Structure: Unit Trust

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This portfolio is suitable for investors seeking medium capital growth and income over time. In order to achieve this objective, the portfolio is to track the movements and performance of the FTSE/JSE All Bond Index over time. The portfolio endeavours to track the performance of the index by replicating its constituents, in their correct weightings as closely as possible.

Benchmark: FTSE/JSE All Bond Index (ALBI)
Regulation 28: Yes
Structure: Unit Trust

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 Download Comprehensive Fact Sheet

Equities

This equity investment strategy maximises returns over the long run through tracking the movements and performance of the FTSE/JSE All Share Index over time. The Fund endeavours to track the performance of the index by replicating its constituents, in their correct weightings as closely as possible.

Benchmark: FTSE/JSE All Share Index (ALSI)
Structure: Unit Trust

Multi-Asset Class

Our balanced fund combines a diverse range of investments and risk profiles to result in a consistently performing portfolio. The portfolio is managed across asset classes and funds investing in local equity, bond and cash.

Benchmark: A combination of STEFI, FTSE/JSE All Bond Index (ALBI) and FTSE/JSE All Share Index (ALSI)
Regulation 28: Yes
Structure: Unit Trust

 Download Static Fact Sheet