Investment Products

Investment Products

The Aequalis team has the experience to manage the following mandates.

Equity

Creating and Investing in a portfolio of listed shares for our clients.

Balanced

Creating and Investing in a portfolio of listed shares and fixed income securities for our clients

Absolute Return

Creating and Investing in a portfolio of listed shares and fixed income securities, targeting a positive return over a selected investment horizon, for our clients

Money Market

Creating and Investing in a portfolio of cash and money market securities for our clients

Offshore

Creating and Investing in a portfolio of Global securities for our clients.

Customized

Creating a tailor made portfolio of various securities for our clients based on the specific needs and goals of our clients.

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