For investments of R1 million and over
ETFSA Portfolio Management Company (Pty) Ltd (Registration No. 2012/019954/07), offers a bespoke portfolio management service to individual and institutional clients, who wish to have a unique portfolio of investments to meet their own particular investment or risk requirements.

This service is offered through etfSA Portfolio Management Company (Pty) Ltd (Registration No. 2012/019954/07), which has a Category II FSP license (FSP No. 52314) to offer asset management, financial advisory and intermediary services, issued by the Financial Services Board.

This wealth management service designs portfolios to suit individual requirements and uses only ETPs in portfolio construction. Passive only portfolios access a wide range of assets and enables the etfSA Portfolio Management Company to deliver a particularly low cost, but typically high investment return portfolios that few SA investment companies can match.

Portfolios are designed for both onshore (SA Rand investments) and offshore (for funds held in bank accounts abroad).

South African ETF Managed Portfolio Brochure
Brochure (January 2024)  [910kb]
Global ETF Portfolios Brochure
Brochure (January 2024)  [710kb]