Who We Are - Collective Investments

Ci Collective Investments (RF) (Pty) Ltd (Ci) is a collective investment scheme, hosting some of the top independent multi-managers in the industry.

Ci is owned by a number of like-minded boutique multi-managers and managed by a team of experts, each with significant experience in the collective investments industry. We are defined by our strategic independence which ensures that we have no conflicts of interests in relation to any of the specialist asset managers who we may invest in from time to time.

This strategic independence is empowered by the corporate partnerships we share with leading industry specialists. It’s a synergy that enables us to introduce financial solutions that best meet the needs of South African investors in an ever changing financial services landscape.

Although we value our independence, we understand that many investors gain a sense of comfort from affiliations with the larger well known financial services brands. In this regard, Ci has partnered with the following financial institutions:

FNZ SA Financial Administration Solutions (FNZ SA):

Responsible for most of the investor administration on behalf of Ci. FNZ SA is wholly owned by FNZ, a leading global wealth management platform, and administers over 65% of unit trust investments in South Africa.

Curo Fund Services (Curo):

Carries out all the asset administration and pricing of the Ci portfolios. Curo is jointly owned by the Old Mutual and Sanlam Groups.

Ci Collective Investments (RF) (Pty) Ltd (Ci) is registered as a collective investment scheme manager by the Financial Sector Conduct Authority (FSCA) in terms of the Collective Investment Schemes Control Act

Ci Collective Investments (RF) (Pty) Ltd (Ci) is a collective investment scheme, hosting some of the top independent multi-managers in the industry.

Ci is owned by a number of like-minded boutique multi-managers and managed by a team of experts, each with significant experience in the collective investments industry. We are defined by our strategic independence which ensures that we have no conflicts of interests in relation to any of the specialist asset managers who we may invest in from time to time.

This strategic independence is empowered by the corporate partnerships we share with leading industry specialists. It’s a synergy that enables us to introduce financial solutions that best meet the needs of South African investors in an ever changing financial services landscape.

Although we value our independence, we understand that many investors gain a sense of comfort from affiliations with the larger well known financial services brands. In this regard, Ci has partnered with the following financial institutions:

FNZ SA Financial Administration Solutions (FNZ SA):

Responsible for most of the investor administration on behalf of Ci. FNZ SA is wholly owned by FNZ, a leading global wealth management platform, and administers over 65% of unit trust investments in South Africa.

Curo Fund Services (Curo):

Carries out all the asset administration and pricing of the Ci portfolios. Curo is jointly owned by the Old Mutual and Sanlam Groups.

Ci Collective Investments (RF) (Pty) Ltd (Ci) is registered as a collective investment scheme manager by the Financial Sector Conduct Authority (FSCA) in terms of the Collective Investment Schemes Control Act

Diversification is the key to a well balanced portfolio

What is multi-management?

Multi-management strategy is based on the age-old wisdom of not investing all your eggs in one basket. Asset managers tend to have differing views of the investable universe and therefore they will outperform or underperform at different times.

Multi-managers specialise in constructing portfolios using a number of different specialist asset managers and combine these appropriately into one composite multi-manager portfolio. By spreading your investment across a number of asset managers, multi-managers reduce the risk that investors who invest solely with one asset manager are exposed to.

One of the key potential disadvantages inherent in certain multi-manager portfolios is that an additional layer of fees is charged by the multi-manager which may increase the total cost of your investment. However, this is generally only the case with smaller multi-managers as larger multi-managers are able to negotiate favourable fees from asset managers due to the size of the investments placed. In many cases these discounts can actually lead to an effective reduction in the total cost to you when compared to the cost you would have been exposed to if you had invested directly with the asset manager.

Ci only provides hosting and co-naming services to multi-managers who have at least R500 million worth of investments under management. Furthermore, the Ci institutional portfolios are specifically designed to take advantage of the aggregate value of assets that Ci and its partners manage with a view to reducing the total expense ratios that investors are exposed to.

What is multi-management?

Multi-management strategy is based on the age-old wisdom of not investing all your eggs in one basket. Asset managers tend to have differing views of the investable universe and therefore they will outperform or underperform at different times.

Multi-managers specialise in constructing portfolios using a number of different specialist asset managers and combine these appropriately into one composite multi-manager portfolio. By spreading your investment across a number of asset managers, multi-managers reduce the risk that investors who invest solely with one asset manager are exposed to.

One of the key potential disadvantages inherent in certain multi-manager portfolios is that an additional layer of fees is charged by the multi-manager which may increase the total cost of your investment. However, this is generally only the case with smaller multi-managers as larger multi-managers are able to negotiate favourable fees from asset managers due to the size of the investments placed. In many cases these discounts can actually lead to an effective reduction in the total cost to you when compared to the cost you would have been exposed to if you had invested directly with the asset manager.

Ci only provides hosting and co-naming services to multi-managers who have at least R500 million worth of investments under management. Furthermore, the Ci institutional portfolios are specifically designed to take advantage of the aggregate value of assets that Ci and its partners manage with a view to reducing the total expense ratios that investors are exposed to.

The whole is greater than the sum of its parts

Collective Intelligence

Ci believes strongly in the philosophy that the collective can be much stronger than the sum of its parts, if the components are combined intelligently. Ci embodies a collective of independent multi-managers, industry experts and financial institutions who each add their own specific value to all of the solutions that are offered through Ci.