Individual
Investors

Whether you are seasoned investor or new to the investing landscape, there is a Prowess product to suit your savings and investing needs. At Prowess Investments, we are passionate about exposing those who have never invested before to new, profitable ways to make their money grow faster.

Individuals can start building their financial future for as little as R500 a month or though a lumpsum as low as R5000. You can select a product that suits your savings and investment needs, or get in touch with us to explore a tailored solution to your unique financial goals.

We want to empower you with the information you need to invest wisely, so get in touch with us to understand your options today. We also hold regular financial literacy workshops that can open up the financial world in an exciting and promising manner. Check our itinerary to find out when the next one is being held.

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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

 Download Static Fact Sheet
 Download Comprehensive Fact Sheet

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

 Download Static Fact Sheet
 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.

The portfolio is suitable for investors seeking long-term capital growth over time. In order to achieve this objective, the portfolio invests in a diversified range of physical equity securities and closely follows the composition of the underlying index. In addition to investing in physical assets, the Fund can also use derivatives to gain synthetic exposure to the underlying index or subsets thereof in a low cost and efficient manner.

The portfolio aims to match the returns of the underlying index by scientifically investing in the styles that drive markets over time. This is achieved through a disciplined, responsive and risk controlled process. The Fund’s strategy is to build a diversified portfolio with a low tracking error relative to the underlying index.

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