Institutional
Investors

THE RIGHT INVESTMENT AT THE RIGHT TIME can have a major positive impact on your future. Our clients have a choice of one of our pre-packaged products, which are compiled using our extensive market intelligence. Alternatively, we offer competitive, flexible products that are designed according to an investor’s unique requirements. As a courageous, forward-thinking investment firm, we also offer dynamic impact investment opportunities that give you the opportunity to play a role in transforming the South African economy.

Fixed Income

Our fixed income portfolios are managed to produce real return rates or periodic income which is received at regular intervals and at reasonably predictable levels. We invest in cash, money market and bond instruments.

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: Pooled/Segregated

 Download Static Fact Sheet

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: Pooled/Segregated

 Download Static Fact Sheet

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 invests in local bonds and other interest-bearing and debt instruments with a view to positively supporting and providing funding for social upliftment and infrastructure development.

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.

Social Responsibility objectives:

  • To invest in projects where there is a direct and observable impact on working class communities;
  • To promote the self-activity of working class communities in providing for social need;
  • To target those areas of direct social need in the form of Provision of low-cost high-density housing; Water and sanitation services; Infrastructural development; Welfare services; Public transport; Public health; Recreational facilities; Educational and training and Environmental protection;
  • To participate jointly with the state in the provision of services in the form of Public-Public Partnerships or where the private sector has specifically been excluded from investing in areas of social need;
  • To finance bonds from government or parastatals that seek to provide infrastructural development for working class communities and
  • To invest in non-governmental organisations that furthers any of the above aims.

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

 Download Static Fact Sheet

This portfolio is suitable for investors seeking medium capital growth and income in real terms over time. In order to achieve this objective, the portfolio takes active positions compared to the SA Government Inflation Linked Bond Index over time. The portfolio endeavours to outperform the performance of the index through active real duration, yield curve and credit views.

The portfolio seeks to produce real returns that are superior to the SA Government Inflation Linked Bond Index 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: SA Government Inflation Linked Bond Index.
Regulation 28: Yes
Structure: Segregated

 Download Static Fact Sheet

The portfolio makes use of a wide range of fixed income instruments to deliver excess returns above a targeted benchmark. The portfolio utilises strategies from the fixed income market, credit market, derivative strategies, inflation linked bonds and the property market.

Regulation 28: Yes
Structure: Segregated

 Download Static 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: Segregated

 Download Static Fact Sheet

This portfolio is suitable for investors seeking medium capital growth and income in real; terms over time. In order to achieve this objective, the portfolio is to track the movements and performance of the SA Government Inflation Linked 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: SA Government Inflation Linked Bond Index.
Regulation 28: Yes
Structure: Segregated

 Download Static Fact Sheet

Prowess offers investors, with the opportunity to customise portfolio solutions based on their own unique requirements. We seek to understand the investment objectives of each investor and develop bespoke portfolio solutions that match their individual needs and enhance their overall investment strategy.

Our liability driven investment (“LDI”) strategy is to offer investors a customised solution that allows them to manage assets relative to their liabilities, both present and future obligations. The investment strategy is focused on first proving a rigorous and disciplined risk management framework used to hedge the risk profile of liabilities by using various fixed income assets; and second on seeking alpha generating investment strategies in the fixed income space in order to generate and enhance investor returns.

The objective of our LDI strategy is to offer investors stable and consistence performance over time underpinned by a robust investment process. We aim to meet Investors’ needs by providing a reliable and transparent service.

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Equities

Our equity portfolios are managed to invest in selected equities in South Africa and abroad and aim to earn higher returns than the agreed benchmark.

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

 Download Static Fact Sheet

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 complies with Regulation 28 of the South African Pension Funds Act.

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, favouring those with attractive style profiles, subject to strict constraints during the portfolio construction process. 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 generate a total return that outperforms the equity market 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 medium to high tracking error relative to the underlying index.

Benchmark: FTSE/JSE All Share Index (ALSI)
Regulation 28: Yes
Structure: Segregated

 Download Static Fact Sheet

Multi-Asset Class

Our multi-asset class investments can be combined to match risk appetite and investment needs. Our blended portfolios combine the strengths of different asset classes to earn the best returns.

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: Segregated

 Download Static Fact Sheet

Impact Investing

An empowered vision for investment

We believe that impact investing is the key to economic transformation. Our vision is to become a leader in specialist and bespoke investment solutions, products and opportunities that are guided by principles that promote socio-economic development. Every investment will not only have a positive impact on its investors, but on the economy as a whole

 

Measurable returns

We take a personalized approach with each client and apply years of expertise in the African investment space to select investment portfolios that create measurable returns and sustainable value for all stakeholders.

 

Blending impact and profit

Prowess, through its expertise, plays a strategic role of connecting investment opportunities to capital that is searching for uncompromised economic returns and purposeful social and economic impact. We do this by working alongside various like-minded, socially aware industry partners.

We give institutions the unique opportunity to invest in a portfolio that has a direct, positive impact on the South African and African economies. We can create an impact investment strategy that speaks directly to your development mandate.

Prowess offers off-the-shelf products to caters for a wide range of investor needs and risk profiles. Prowess offers investors, with the opportunity to customise portfolio solutions based on their own unique requirements. We seek to understand the investment objectives of each investor and develop bespoke portfolio solutions that match their individual needs and enhance their overall investment strategy.

As a socially mindful company, we offer institutions the opportunity to invest in infrastructural and developmental bonds that will have a tangible impact on the local economy, while drawing attractive returns.

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 invests in local bonds and other interest-bearing and debt instruments with a view to positively supporting and providing funding for social upliftment and infrastructure development.

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.

Social responsibility objectives:

  • To invest in projects where there is a direct and observable impact on working class communities;
  • To promote the self-activity of working class communities in providing for social need;
  • To target those areas of direct social need in the form of Provision of low-cost high-density housing;
  • Water and sanitation services; Infrastructural development; Welfare services; Public transport; Public health; Recreational facilities; Educational and training and Environmental protection;
  • To participate jointly with the state in the provision of services in the form of Public-Public Partnerships or where the private sector has specifically been excluded from investing in areas of social need;
  • To finance bonds from government or parastatals that seek to provide infrastructural development for working class communities and
  • To invest in non-governmental organisations that furthers any of the above aims.

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

 Download Static Fact Sheet

Prowess offers investors the opportunity to invest in unlisted/private debt and/or private equity investments on a deal by deal basis or on a fund basis in any sector. Prowess offers expertise to source transactions, undertake the due diligence process, deal structuring, transaction closure and post-investment management including capital mobilisation.

Contact Us

Contact us for more information on the following products:

  • Unlisted debt
  • Private equity