Suit your specific investment goals, risk tolerance, and time horizon
At Hollard, we provide a range of unit trust solutions that can help you diversify your investment portfolio. We believe in combining multiple investment strategies from different asset managers across various asset classes to achieve specific objectives for each fund. This approach helps us reduce unnecessary risk and generate consistent returns over the long term.
We understand that diversification can be complex and time-consuming, which is why our team of professionals construct these multi-strategy solutions for you. By investing in our unit trusts, you can benefit from compounded returns while reducing your exposure to market volatility.
What does this mean for you?
Financial advisors, including yours, can focus on providing value to you, while we take care of the investment process. If you're interested in unit trust investments, we offer competitive unit trusts for the South African market.
Call Hollard Investments on
0860 202 202 or email
customercare@hollardinvestments.co.za
Visit our secure online portal to open your own unit trust or manage existing investments.
C = Conservative
MC = Moderately Conservative
M = Moderate
MA = Moderately Aggressive
A = Aggressive
Funds | Hollard BCI Money Market Fund | Hollard BCI Yield Plus Fund | Hollard BCI Dynamic Income Fund | Hollard BCI ConservativeGrowth Fund of Funds | Hollard BCI Moderate Growth Fund of Funds | Hollard BCI Managed Growth Fund of Funds | Hollard BCI Property Fund | Hollard BCI Equity Fund | Hollard Focused Global Equity Fund |
---|---|---|---|---|---|---|---|---|---|
Risk Indicator | C | C | C | MC | M | MA | A | A | A |
Benchmark / Category | SA Interest bearing money market | SA Interest bearing short-term | SA Multi-asset Income | SA Multi-asset low equity | SA Multi-asset medium equity | SA Multi-asset high equity | SA Real estate | SA General Equity | MSCI World Index |
Recommen- | CPI + 2-3% | CPI + 2-3% | CPI + 2-3% | CPI + 2-3% | CPI + 4-5% | CPI + 6% | CPI + 7% | CPI + 7% | CPI + 7% |
Recommen- | < 1 year | 1-2 years | 2-3 years | 3-6 years | +7 years | +7 years | +7 years | +7 years | +7 years |
C
SA Interest bearing money market
CPI + 2-3%
< 1 year
C
SA Interest bearing short-term
CPI + 2-3%
1-2 years
C
SA Multi-asset Income
CPI + 2-3%
2-3 years
MC
SA Multi-asset low equity
CPI + 2-3%
3-6 years
M
SA Multi-asset medium equity
CPI + 4-5%
+7 years
MA
SA Multi-asset high equity
CPI + 6%
+7 years
A
SA Real estate
CPI + 7%
+7 years
A
SA General Equity
CPI + 7%
+7 years
A
MSCI World Index
CPI + 7%
+7 years
*This is for illustrative purposes only and not an indication of future performance.
View our investment management and investment committee team members.
Download our fund fact sheets and fund unit prices, read about our philosophy and process, and/or access our insights and articles.
Learn more about how you can invest with Hollard Investments.
BBusSc Hons (Actuarial) CFA CAIA
Chief Investment Officer
8 / 15 years
BCom Hons (Actuarial) FRM MSc MBA
Senior Investment Manager
8 / 15 years
BSc (Hons) (BMI) Quantitative Risk Management
Quantitative Analyst
2 / 7 years
Investment Operations Analyst
10 / 10 years
BBusSc Hons (Actuarial) CFA CAIA
Chief Investment Officer
8 / 15 years
BCom Hons (Actuarial) FRM MSc MBA
Senior Investment Manager
8 / 15 years
BSc (Hons) (BMI) Quantitative Risk Management
Quantitative Analyst
2 / 7 years
BSc Actuarial Science and Mathematical Statistics, AMASSA
Head: Portfolio
14 / 14 years
More about the Hollard Prime Unit Trust Funds
How to invest with Hollard
Achieve all your financial goals with our simple and flexible savings plan solutions.
Achieve financial independence in your retirement years by investing in one of our retirement policies.
Reach your savings goals using a tax-efficient endowment that also provides estate planning benefits.
We recommend you consult a qualified financial adviser to adeptly guide you in choosing suitable products and portfolios for your unique financial needs. If you’re confident in your choices, you can invest directly with Hollard.
Ready to invest without the assistance of an adviser? Get an online quotation now.
Find everything you need to invest with us now or manage your existing investments.
Hollard Investments is a subsidiary of the privately-owned Hollard group. Working together while enabling clients to create and secure better futures is at the core of Hollard Investments’ purpose. We strive for a more efficient and accessible way for your money to get you to where you want to be. Hollard Investment Company is committed to shared success with financial advisers and investors. We’ve got this, together.
Prime has been appointed as the registered management company of the Hollard Prime Unit Trust Funds.
Visit the Prime Group for more information.
The Hollard Prime co-named funds (as defined in BN 778 of 2011) are registered under the Prime Collective Investment Scheme, managed by Prime Collective Investment Schemes Management Company (RF) (Pty) Ltd (“Prime CIS”) (Registration No. 2005/017098/07), a registered Collective Investment Schemes Management Company in terms of the Collective Investment Schemes Control Act 45 of 2002, supervised by the Financial Sector Conduct Authority (‘FSCA’). Hollard Investment Managers (Pty) Ltd is the FSCA-approved and appointed investment manager of the co-named CIS funds.