Portfolio Management

INVESCI offers portfolio management services to pension funds and other institutional clients across the following asset classes:

>> Equities

>> Money Market

>> Property

>> Bonds

>> Private Equity

Segregated Portfolios

INVESCI offers segregated portfolios across the following risk/return profiles for individuals, and institutions:

>> Various segregated portfolios across the following risk/return profiles:- conservative, balanced, value, growth and aggressive

>> Pure Stock Market portfolios

>> Pure Money Market portfolios

>> Pure Property Portfolios

Mutual Funds and Unit Trusts

INVESCI offer the following Mutual Funds and Unit Trusts

>> INVESCI Conservative Fund

>> INVESCI Income-builder Fund

>> INVESCI Balanced Fund

>> INVESCI Growth Fund

>> INVESCI Aggressive Equity Fund

Trustee and Investor Training Services

Trustee and Investor Training Services

Asset & Liability Modelling

Asset & Liability Modelling

Investment Policy Statements

Investment Policy Statements

Research and Data Services

Research and Data Services