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Vivante Asset Manager

Our Model Portfolios

Your wealth, managed with purpose

For the Advisor

Vivante provides advisors and their clients with investment management services on a discretionary basis. This means that you as the advisor only have to sign one single mandate, after which Vivante can quickly and efficiently buy and sell investments to meet your clients' objectives. This saves you time, avoids the hassle of you having to sign off on every routine change within the portfolio and results in your portfolio being more flexible in the face of changing markets

For the Client

Vivante makes it easy for you to help your clients achieve their goals and stay invested. We’re here to help you get your clients to their goals with more certainty and less anxiety, keeping them on their journey to achieving their investment goals. Our model portfolio range allows for investments in outcomes-based investment options to meet the clients needs.



Model Portfolios

Vivante Asset managers constructs a customised portfolio solution for the clients’ unique needs and specific to their investment objectives, with a focus on outcomes based investing and capital preservation.

Conservative Portfolio

Objective: CPI+1%

When markets are uncertain, consistency can be found in our Conservative Fund Offering.
Factsheets

Balanced Portfolio

Objective: CPI+2%

Balancing risk and reward requires skill and consistency while matching risk and reward over the medium term horizon.
Factsheets

Balanced Portfolio

Objective: CPI+3%

The portfolio may invest in foreign assets as permitted by legislation and complies with Regulation 28 of the Pension Funds Act, 1956. The offshore exposure of the overall portfolio will be based on that of the underlying funds. The Fund allows for 15% of the portfolio to be invested in Private Equity and 10% in Hedge Funds.
Factsheets

Growth Portfolio

Objective: CPI+4%

Our Equity arrangements offer attractive cost structures while focusing on what really matter, your returns over a longer term horizon, diversified across the major asset classes utilising a multi-manager approach.
Factsheets

Alternative Portfolio

Objective: CPI+7%

The fund is diversified across a range of alternative asset classes utilising a multi-manager approach. The portfolio typically has high equity exposure which may result in capital volatility over the short to medium term. The portfolio is managed in such a manner that capital losses over one year periods may occur.
Factsheets

MDD/Fund Fact Sheet Publishing

Each fund follows a different process for input and approval. As a result of these varying factors, publishing dates of finalised MDD’s for each of our funds may differ. As soon as we have official approval and sign-off of monthly performance and figures, we publish our MDD’s/Fund Fact Sheets.
Download the model portfolio discretionary investor mandate