Company overview

Inspired by the growth achieved through investing with the right team.

Our philosophy is embodied in our logo. It starts with a simple upward movement, symbolising positive growth and forward momentum. This is followed by the trust we have earned based on our past experiences, culminating in modern and contemporary insights for tomorrow’s success.

FVV Capital Group of companies, including FV of Money and Vertex Financial Services, are specialised financial planning and advisory firms dedicated to helping clients reach their financial goals and objectives at all stages of life. Financial planning is the foundation upon which we build our future financial well-being, and it must be integrated into the various stages of our lives.

We grow your money so that you can live the best possible life today.

Key staff

Rian Reyneke

Bachelors of Commerce Degree in Accounting | B.Com
Certified Financial Planner® with the Financial Planning Institute of South Africa | CFP®

Clint Slabbert

Bachelors of Commerce | B.Com
Honours Degree in Economics
Higher Diploma in Tax Law
Certified Financial Planner® with the Financial Planning Institute of South Africa | CFP®

Contact details

Fund details

The FVV Ci Conservative Fund of Funds is a South African multi asset low equity portfolio.  The investment objective of the portfolio is to provide investors with income whilst maintaining a strong focus on capital preservation by investing in portfolios across various asset classes.

The portfolio maintains a low risk profile and the portfolio’s effective equity exposure will be limited to a maximum of 40% of the portfolio’s net asset value.  The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.

Investments to be included in the portfolio will, apart from cash and bank deposits, consist solely of participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa.

The FVV Ci Moderate Fund of Funds is a South African multi asset medium equity portfolio. The investment objective of the portfolio is to provide investors with moderate capital growth by investing in portfolios across various asset classes.

The portfolio maintains a moderate risk profile and the portfolio’s effective equity exposure will be limited to a maximum of 60% of the portfolio’s net asset value.  The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.

Investments to be included in the portfolio will, apart from cash and bank deposits, consist solely of participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa.

The FVV Ci Growth Fund of Funds is a South African multi asset high equity portfolio. The investment objective of the portfolio is to provide investors with long-term capital growth by investing in portfolios across various asset classes.

The portfolio maintains a moderate to high risk profile and the portfolio’s effective equity exposure will be limited to a maximum of 75% of the portfolio’s net asset value. The portfolio will comply with prudential investment guidelines to the extent allowed by the Act.

Investments to be included in the portfolio will, apart from cash and bank deposits, consist solely of participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa.

The FVV Ci Flexible Growth Fund of Funds is a worldwide multi asset flexible portfolio. The investment objective of the portfolio is to provide investors with long-term capital growth by investing in portfolios across various asset classes, both locally and abroad.

The portfolio maintains a moderate to high risk profile and will have full flexibility as to whether to invest offshore or locally.

Investments to be included in the portfolio will, apart from cash and bank deposits, consist solely of participatory interests in portfolios of collective investment schemes or other similar collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and the Trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa.

Minimum Disclosure Documents (MDDs)

FVV Ci Conservative Fund of Funds
FVV Ci Moderate Fund of Funds
FVV Ci Growth Fund of Funds
FVV Ci Flexible Growth Fund of Funds

Reports & Forms

Quarterly Reports

Transaction Forms