Actively managed portfolios aimed at beating market returns and growing capital for investors with moderate risk tolerance.

The portfolios are managed according to a mandate focused on large cap locally listed companies with financially sound balance sheets, nationally recognized operations and established records of stable and reliable growth. Active management of the portfolio looks to capitalise on increased sensitivity to economic fluctuations and cyclicality thus increasing volatility and risk.

Portfolios are exclusively weighted towards large-cap blue-chip companies and target cyclical movements in sectors such as Resources and Cyclical Consumer Goods whilst maintaining long-term exposure to other blue-chip growth and value opportunities.

 

Gerobos (Pty) Ltd. An Authorised Financial Services Provider  

Please see the following terms, all of which it is assumed you have read and acknowledged. Consult your financial planner before entering in to any aforementioned products and ensure you have a good understanding of all terms, conditions and return profiles associated. All data, particularly rates and price quotations, contained herein are provided only for informational purposes and are subject to market fluctuations. Gerobos provides no warranty as to the reasonableness, completeness or accuracy thereof. Please note that the above contains no performance guarantees or promises and serves merely as a guide to our portfolio management techniques. Past performance is not an indication of future results. This report is proprietary property of Gerobos and you may not copy any part thereof unless you have obtained written consent from the authors. Client funds invested with Gerobos are invested with integrity in the same manner as Gerobos’ own funds are invested.