Investmet Management

Investment Philosophy

Our responsibility to manage client investments with care and diligence is driven by the intention of achieving our client’s investment goals.

Flexible Fund

The Salvo NCIS Dynamic Flexible Fund is an aggressively managed multi-manager fund. The objective of this portfolio is to maximize investment capital, accepting the higher level of risk associated with this strategy the fund targets a return objective of CPI+ 5% over the long-term .

Income Fund

The Salvo NCIS Income Fund is a conservatively managed fund. The objective of this portfolio is to achieve steady capital growth over the medium to long-term combined with a reasonable level of income the fund targets a return objective of CPI+ 2% over the medium to long-term.

Alternative Fund

The fund has a moderate risk/return profile and is a balanced multi-strategy, multi-manager fund of funds investing in South African domiciled hedge funds with predominantly multi-strategy, equity long/short and equity market neutral strategies. The fund targets a return objective of STeFi+ 4% over the long-term whilst maintaining volatility of monthly returns lower than the FTSE/JSE All Share.