Company overview
Gradidge-Mahura Asset Management received approval for their Category II Asset Management license from the Financial Sector Conduct Authority (FSCA) in February 2021.
Gradidge-Mahura Asset Management is the asset management business within the Gradidge – Mahura Group and will cater for and design products that are suitable for the group’s client base, in order to align with the advisory process.
Gradidge-Mahura Asset Management have launched three Collective Investment Schemes, the Gradidge-Mahura Ci Cautious Fund, Gradidge-Mahura Ci Moderate Fund and the Gradidge-Mahura Ci Growth Fund. The portfolios will be managed by the Investment Committee that will comprise of specialists from the Gradidge-Mahura Team and Analytics Consulting, who will act as the Independent Investment advisor.
Key staff
Craig Gradidge
He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI). He is Chairperson of the Investment Competency Committee of the Financial Planning Institute of South Africa. He served as an Independent Expert on the Investment Sub Committee of Medshield. He has been in the industry since 1996 and has gained experience at an operational, management and executive level in a number of large financial services companies.
Kagisho Mahura
BBusSc (UCT), Post Graduate Diploma in Financial Planning (UFS), Certificate in Taxation (Wits) and an MBA (Stellenbosch).
He was MBA student of the year in his class, International MBA student of the year Top 4 finalist and a past winner of the NBMBAA in Atlanta, USA.
He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI). He was a Financial Planner of the Year Top 10 Finalist in 2013.
He is a previous Chairperson of the Gauteng Regional Committee of the FPI. He sits on several Boards of leading SA private and listed businesses. He is current Chairperson of ZAR-X listed TIPOne. He is a founding member and serves on the Exco of SA Independent Financial Advisors Association (SAIFAA).
He has been in the industry since 1996 and has gained experience at an operational, management and executive level at Old Mutual and Coronation.
Renate Potgieter
Renate is part of the Analytics Consulting Team. She has an Advanced Certificate in Management Practice, BSc Honours (Actuarial Science) and is a CFA Charterholder. She has been in the investment industry since 2005, with roles spanning across the investment chain. She was responsible for trading implementation for the Alternatives Investment Team at Investec Securities. Renate then worked at Momentum Asset Management as a Fund Specialist with client relationship management. In 2012 Renate joined STANLIB Multi-Manager as Business Development Manager and in 2016 she moved to the Investment Team as Global Portfolio Manager, covering model portfolios, global funds as well as alternative assets. Renate joined Analytics Consulting in September 2020 as a Senior Investment Consultant.
Contact details
Tel no.: +27 10 448 2200
Email: info@gminvestments.co.za
Website: www.gminvestments.co.za
Fund details
This is a multi-asset low equity portfolio. The investment objective of the portfolio is to provide investors with income and conservative capital growth with a focus on capital preservation.
The portfolio maintains a low risk profile and the portfolio’s 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 may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
The portfolio may also include 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 portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio’s investment objective.
This is a multi-asset medium equity portfolio. The investment objective of the portfolio is to deliver moderate capital growth.
The portfolio maintains a moderate risk profile and the portfolio’s 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 may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
The portfolio may also include 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 portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio’s investment objective.
This is a multi-asset high equity portfolio. The investment objective of the portfolio is to deliver moderate capital growth. The portfolio maintains a high risk profile and the portfolio’s 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 may, apart from assets in liquid form, consist of equity securities, non- equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
The portfolio may also include 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 portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio’s investment objective.
The Gradidge-Mahura Ci Worldwide Flexible Fund is a worldwide multi-asset flexible portfolio. The investment objective of the portfolio is to deliver long term capital growth by investing in local and global equity securities and non-equity securities.
The portfolio maintains a high risk profile and will have the maximum flexibility to vary assets between various asset classes, such as assets in liquid form, money market, fixed interest, equity and property, and across various markets and countries, to reflect the changing economic and market conditions.
Investments to be included in the portfolio may, apart from assets in liquid form, consist of equity securities, non-equity securities, convertible stock, preference shares and property securities as well as any other securities which are considered consistent with the portfolio’s primary objective and that the Act may allow from time to time.
The investment objective of the portfolio is to provide long-term capital growth by providing investors with exposure to an international collective investment scheme portfolio comprising a diversified mix of global exposure to various asset classes.
The Global Managed Fund, the target portfolio, will invest directly or indirectly in a combination of lower risk assets such as cash and/or cash equivalents, global bonds and higher risk asset classes such as global equities and global property. The target portfolio will invest in a combination of higher and lower risk assets. Depending on the economic cycle, the target portfolio may increase the exposure to higher risk assets up to 100% in anticipation of and during periods of expansion and similar reduce the exposure to higher risk assets to as low as 60% in anticipation of and during periods of contraction. Overall, this blend of asset classes is expected to be high in terms of the risk/return scale. In addition, the target portfolio is not focused on any specific geographical area, industry or sector. The target portfolio intends to invest in transferable securities in the form of global equities (such as shares and common stock) and global equity related securities (securities with equity characteristics or conferring the right to acquire equity securities, such as depository receipts and preference shares), real estate investment trust (REITS) and global bonds (which may be government and/or corporate, fixed and/or floating, rated and/or unrated) which are listed on Recognised Markets.
