Company overview
Investhouse International (Pty) Ltd FSP No 9201 is a boutique investment manager that provides discretionary investment management services to high net worth individuals in South Africa. Investhouse has been operating as an Investment Manager since 2004.
Key staff
Henk Viljoen
BCom (Economic Science) | BCom (Hons) Economics |
MCom (Economics)
Henk is one of South Africa’s most experienced and award-winning asset managers, with 29 years as Head of Stanlib’s Fixed Income franchise at the core of his storied career. During this time Henk was a multiple award winner, these awards included Raging Bulls and Morningstar awards, a total of 31 awards. In the 12 years up to 2017 STANLIB Fixed interest team won around 50% of all South African awards in the fixed interest space, mainly for the performance of the STANLIB Bond and Income fund. During this time, he also served on the Advisory Board of the Global Fixed Income Institute, an association of European Fixed Interest managers.
After overseeing a successful handover of the Fixed Income business to his long-time colleague Victor Mphaphuli, Henk joined Stanlib’s Multi-Asset franchise to capitalise on his passion for equity markets on top of his expertise as a bond investor. He supported the expansion of the mandate, attracting several billion Rand in new funds by his retirement in May 2023.
In late 2023 Henk decided that it was time to seek out a new challenge as well as find a home for his decades of expertise. In this search he came to the conclusion that Investhouse has an offering that is exceptional and elected to become a shareholder in the business, taking a leading role in the oversight of Investhouse’s flagship local and offshore funds.
Franco Viljoen
BAcc LLB | BAcc (Hons) | CA (SA) | CFA
Franco is a wealth and investment professional with a background in audit, corporate finance and private equity. Making the decision to leave the corporate world for an opportunity that empowered him to have a genuine impact on his clients’ lives, Franco joined Investhouse in 2023. Since then, he has focussed on building enduring partnerships with clients and providing full-suite solutions that go beyond conventional expectations for an advisor.
He completed both his BAccLLB and BAcc Honours at Stellenbosch before moving to Johannesburg to obtain his CA(SA) and CFA designations. Between 2015 and 2022 he worked as an auditor in the technology and communications sectors at PwC, the mining and debt originations teams at One Capital and as part of the deal team at TC Ventures. This technical experience provides Franco with a strong basis to incorporate commercial advice alongside investment planning for the entrepreneurial individuals and families with which he works.
John Eckstein
B Com LL B LL M (Tax law)
John spent seven years with Investec, mainly in Asset Management as a director of Investec Fund Managers and Investec Investment Management Services where he was responsible for product development, legal and compliance.
John also worked for Investec Treasury where he developed local and foreign investment structures. Prior to this he was in legal practice with Jacobs Robbertse Inc. He is at present responsible for the Analytics Group’s product development, legal and compliance.
Dr Lance Vogel
BSc (Hons) Masters (Sci) (UCT) Masters (Eng) (University of California) PhD (Wits)
Lance is the Chief Investment Officer of the Advantage Group and contributes to the strategic asset allocation decision-making process of investment portfolios. He was head of the Investec Analytics business for 3 years, responsible for the management of the funds, the asset allocation and the manager selection. Prior to that he was with Peregrine Structuring, SBC Warburg and JD Anderson. He has a wealth of experience in derivatives research, product development and portfolio construction.
Lance was rated by Financial Mail and Finance Week as one of the top three derivate analysts for three years running. Before a career change took him into the world of finance, he was Chief Scientist at the Atomic Energy Corporation.
Contact details
Tel no.: +27 12 460 9464
Email: wealth@investhouse.co.za
Website: https://investhouse.co.za/
Fund details
This is a multi-asset high equity portfolio which means that it may invest in a spectrum of equity, bond, property and money market and tends to have an increased probability of short term volatility and aims to maximise long term capital growth. The portfolio may have a maximum equity exposure of up to 75% and complies with the regulation governing retirement funds. This portfolio may, at the discretion of the portfolio manager, invest up to 45% of the assets outside of South Africa.
The objective of this multi asset portfolio is to provide investors with moderate capital growth. The portfolio maintains a high risk profile and will comply with Regulation 28 of the Pension Funds Act. The portfolio may from time to time invest in listed and unlisted financial instruments, in order to achieve the portfolio’s investment objective.
Typically, the lower the risk, the lower the potential return and the higher the risk, the higher the potential return. There is no guarantee that returns will be higher when investing in a portfolio with a higher risk profile. The risk profile for this portfolio is rated as high, as it may invest up to 75% in equity securities, both locally and abroad.
This is a multi-asset low equity portfolio which means that it may invest in a spectrum of equity, bond, property and money market and tends to display reduced short term volatility and aims for long term capital growth. The portfolio may have a maximum equity exposure of up to 40% and complies with the regulation governing retirement funds. This portfolio may, at the discretion of the portfolio manager, invest up to 45% of the assets outside of South Africa.
The objective of this multi asset 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 will comply with Regulation 28 of the Pension Funds Act. The portfolio may from time to time invest in listed and unlisted financial instruments, in order to achieve the portfolio’s investment objective.
Typically, the lower the risk, the lower the potential return and the higher the risk, the higher the potential return. There is no guarantee that returns will be higher when investing in a portfolio with a higher risk profile. The risk profile for this portfolio is rated as low, as it may only invest up to 40% in equity securities, both locally and abroad.
The fund invests in a global multi-asset flexible equity portfolio aimed at outperforming their USD Moderate Allocation benchmark over the long term. The portfolio may have a maximum equity exposure of up to 100% at all times and is suitable for investors who are prepared to accept a high level of volatility in seeking long term growth. Investors in this fund should be willing to accept a higher calculated risk. A feeder fund is a portfolio that invests in a single portfolio of a collective investment scheme, which levies its own charges, which could result in a higher fee structure for the feeder fund.
The investment objective of the portfolio is to provide investors with 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 Fund, the target portfolio, may typically invest up to 100% of its net asset value in the units and/or shares of underlying funds which provide exposure to the asset classes in which the Fund can invest directly. The Fund may invest in derivatives for the exclusive purpose of hedging exchange rate risk to which assets are directly exposed.
Typically, the lower the risk, the lower the potential return and the higher the risk, the higher the potential return. There is no guarantee that returns will be higher when investing in a portfolio with a higher risk profile. The risk profile for this portfolio is rated as high, as it may invest up to 100% in equity securities, both locally and abroad.
