Our primary goal in managing client’s investment portfolios is to generating returns above inflation, while adopting a diversified and risk mitigating perspective. Consequently, the Stone Hill Financial Services Wrap Fund/Portfolios are designed to provide our clients with optimal risk adjusted investment portfolio options.

Using a combination of in-house capability and partnering with Glacier Invest (Pty) Ltd, SHFS has constructed diversified portfolios aimed at maximizing risk adjusted returns.

The combined SHFS/Glacier Invest team of professional and qualified investment specialists are responsible for the construction and ongoing management of SHFS ‘s portfolios, conducting the constant investment research and management to ensure that we attain the investment objectives, while making use of both active and passive investment strategies.

As the above graphic illustrates, Stone Hill’s Fund range is structured to address a range of risk-rated portfolios:

• Stone Hill Income

            Income-orientated assets with limited exposure to equities (< 20%).

• Stone Hill Stable

            Income orientated assets with a below average exposure to equities (< 40%).

• Stone Hill Moderate       

Fund diversified across all major asset classes with an average exposure to equities (<60%).

• Stone Hill Moderate Aggressive

Fund diversified across all major asset classes with a bias towards equities (<75%). 

• Stone Hill Worldwide Flexible

Fund will be diversified across all major asset classes with a strong bias towards equities (to max 100%) and can invest in South African and/or foreign markets up to 100% either way

These wrap funds are available on the following administration platforms:

• Glacier
• Allan Gray
• Momentum

Further, SHFS is accredited with the following investment houses and can advise on their range of unit trusts and funds:

• Trendline Fund Managers
• Glacier Invest
• Old Mutual Wealth
• Momentum Asset Management/Wealth
• Allan Gray Investment Management
• NedInvest
• NedBank Corporate Saver
• Discovery Invest
• Stanlib Investment Managers
• Sanlam Invest
• ABSA Investment
• Investec Asset Management
• Coronation Asset Management
• PSG Wealth