E: ir@wealthvest.co.za | CT: +27 21 009 3786 | DBN: +27 31 005 0444
Here you’ll find regularly updated summaries of Wealthvest’s key funds, detailing performance, holdings, strategy, and market commentary.
We make two months’ worth of factsheets available at any given time, so you can track progress and insights over time.
Simply click on a fund name below to view or download the latest factsheet.
The SA Equity Fund is suitable for
investors seeking exposure to the
South African listed equity market
with maximum capital appreciation
as their primary goal over the
long term. Investors should have a
The Global Equity Fund is suitable for investors seeking exposure to the global listed equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a
We offer Islamic (Shariah) funds that are managed in accordance with Shariah-compliant investment guidelines. The guidelines conform to universally accepted ethical and socially responsible principles.
We offer tailor-made portfolio management for individuals, trusts or businesses that seek to have a differentiated approach based on specific goals and targets. These
Special Investment opportunities are presented through public or private markets. These opportunities may encompass the use of leverage. Investors with an appetite for these investments
Our wealth management services go beyond financial advice to get to know you and to help you achieve peace of mind. This is often a personal and unique experience with a range of solutions, locally or globally,
Our family office services include a comprehensive suite of personalized financial and administrative services designed to manage and preserve the wealth of high-net-worth families.
At Wealthvest Investment Management, responsible investing is part of our overall investment decision making process. One cannot separate Environmental, Social, Governance (“ESG”) risks into
151 Campground Road
Newlands
Cape Town
7725
Wealthvest Investment Management (Pty) Ltd is an Authorised FSP: 54102, Co. Registration No. 2024/024971/07, offers this website as a resource for general informational purposes only. It is not intended as a substitute for professional advice. Before making any decision based on the content found here, please consult with a qualified expert. We do not accept liability for errors, omissions, or any losses that may arise from the use of information on this site. Information may be updated, modified, or deleted at any time without prior notice. For detailed information on our data handling practices under POPIA, PAIA, and our Complaints Policy, please contact ir@wealthvest.co.za.
