Alexforbes has acquired 100% of the shares in OUTvest, and we are proud to be a part of this leading South African financial services group.
We’ve simplified the world of investing and replaced hundreds of investment funds with a small selection of highly-efficient ones.
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We have used over 120 years of market data to help us design a series of multi-asset and equity indices, in conjunction with S&P Dow Jones Indices, that are tracked by CoreSolutions in four exclusive funds. In the money markets, active security selection tends to work well and, as a result, we make use of an actively management money market fund run by Granate Asset Management.
The investment funds have been designed to work exclusively with our digital advice system, helping us to make sure that you are always in the right fund to reach your goals.
In addition, for the OUTvest Global Wealth Builder, we have selected the 10X Total World Stock Feeder ETF to offer you 100% global equity exposure.
Funds that are tailored to help you reach your investment goal
The role of our digital advice system is to ensure you take as little investment risk as possible to reach your investment goal.
Low cost, diversified and efficient funds
Passively-managed, rules-based portfolio construction to keep costs low and offer good diversification. And, active management in the money markets, where evidence suggest it works.
You can easily change between different funds
You’re not locked into one fund. We’ll monitor the unit trusts and work with you to ensure they’re working for your money.
We have used over 120 years of market data to help us design a series of multi-asset and equity indices, in conjunction with S&P Dow Jones Indices, that are tracked by CoreSolutions in four exclusive funds. In the money markets, active security selection tends to work well and, as a result, we make use of an actively management money market fund run by Granate Asset Management.
The investment funds have been designed to work exclusively with our digital advice system, helping us to make sure that you are always in the right fund to reach your goals.
In addition, for the OUTvest Global Wealth Builder, we have selected the 10X Total World Stock Feeder ETF to offer you 100% global equity exposure.
Funds that are tailored to help you reach your investment goal
The role of our digital advice system is to ensure you take as little investment risk as possible to reach your investment goal.
Low cost, diversified and efficient funds
Passively-managed, rules-based portfolio construction to keep costs low and offer good diversification. And, active management in the money markets, where evidence suggest it works.
You can easily change between different funds
You’re not locked into one fund. We’ll monitor the unit trusts and work with you to ensure they’re working for your money.
Using some of the industry’s most trusted partners, we carefully monitor the performance of the funds on our platform against their peers and report on our fund performance to our clients.
We have partnered with 10X Investments and Granate Asset Management, both respected asset managers and experts in their field, to select and develop investment funds that can function with our digital advice system to keep you on track to reach your outcomes. We monitor the performance of our investment managers on a regular basis, using our technology and expertise, so that you don't have to.
To remove the complexity of investment, we went back to basics. We worked with S&P Dow Jones Indices, one of the world's largest index providers, and CoreSolutions, to design what we believe are the world's first custom indices to work with a digital investment advice system.
Each index serves as a set of rules that governs how each unit trust invests.
We have partnered with 10X Investments and Granate Asset Management, both respected asset managers and experts in their field, to select and develop investment funds that can function with our digital advice system to keep you on track to reach your outcomes. We monitor the performance of our investment managers on a regular basis, using our technology and expertise, so that you don't have to.
To remove the complexity of investment, we went back to basics. We worked with S&P Dow Jones Indices, one of the world's largest index providers, and CoreSolutions, to design what we believe are the world's first custom indices to work with a digital investment advice system.
Each index serves as a set of rules that governs how each unit trust invests.
We have simplified the world of investment by replacing the function of hundreds of investment funds with just five low-cost, highly-effective funds designed to help you reach your goals.
We have simplified the world of investment by replacing the function of hundreds of investment funds with just five low-cost, highly-effective funds designed to help you reach your goals.
Source: Morningstar. Each fund is ranked against relevant peers with performance to the end of December 2023 based on NAV data. Peer group is based on utilising the oldest share class for each fund in the comparison. Past performance is no guarantee of future returns.
