Company overview

One of the greatest challenges for financial advisors today is selecting the most appropriate unit trusts to include in a portfolio from the ever-increasing universe of available unit trust funds.

Synergy Multi Managers (SYNERGY) is a specialist investment management business that focuses on managing best-of-breed multi-manager investment portfolios. To understand SYNERGY’s area of focus from an investment management perspective, it’s essential to grasp what a multi-manager investment process entails. Multi-managers construct investment portfolios by combining various specialist asset managers into one composite multi-manager portfolio. By spreading your investment across multiple underlying asset managers, SYNERGY reduces the risk typically associated with investing solely with one asset manager.

Additionally, SYNERGY has appointed Analytics Consulting as its technical consultant to provide appropriate investment management capabilities and innovative products to SYNERGY.

Analytics Consulting is an independent investment consulting and product development business that offers investment consulting services and bespoke product solutions to leading independent financial advisory and boutique investment management firms in South Africa. The Analytics Consulting team originated from Investec Asset Management and includes technical specialists who have worked for some of the top financial services firms in South Africa, including Allan Gray, RMB, Stanlib, and Stonehage.

Key staff

Rodney Kotton

Rodney has been an independent financial advisor since 1988 and heads up Cherrod and Associates. He has extensive experience in a wide range of financial services, with a specific interest in investment funds and personal share portfolios.

He is a director of Synergy Multi Managers and acts as the chairman of the board. His macro-economic insights are invaluable to the investment decision making of Synergy.

Mike Beder

Mike Beder has been in financial services since 1976. He started his own business in 1984 as an independent intermediary. He is a Certified Financial Planner, a Member of the Society of Trusts and Estate Planners London, Past President of the Life Underwriters Association of South Africa and Life Member of the Million Dollar Round Table in the USA.

Greg Jarvis

Greg has been in the financial services industry since 1980. He has a wide range of experience across the various sectors of the financial services industry, but his particular interest is in wealth management and investment management. He is a certified financial planner and is a director of Synergy.

Greg forms part of the investment committee within Synergy that is responsible for the portfolios within the Synergy group.

Kyle Bosman

Kyle Bosman, achieved a BCom (Finance) at the University of Johannesburg. His passion for educating people about the stewardship of their finances led him to complete his honours degree in financial planning at the University of Johannesburg in 2010.

Kyle joined AFS Wealth in January 2011 to immediately be involved in the investment industry where he is closest to the people he wants to help.

Dino Spolidoro

Dino is a Certified Financial Planner® (CFP®) professional, holding an MBA and a Post Graduate Diploma in Financial Planning (PDGFP). The CFP® designation represents the highest standard of professionalism in the financial planning industry.

With over 10 years of experience, Dino’s deep interest in investments and markets brings significant value to the investment process at Synergy Multi Managers.

Contact details

Fund details

The investment objective of the Synergy Ci Conservative Fund of Funds is to provide investors with income and conservative capital growth with a focus on capital preservation.

The portfolio will have an equity exposure of a maximum of 40% of the portfolio’s net asset value. The composition of the portfolio shall reflect the investment structure of a retirement fund with a low risk profile and will comply with prudential investment guidelines to the extent allowed by the Act.

Investments to be included in the portfolio will, apart from assets in liquid form, 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 investment objective of the Synergy Ci Moderate Fund of Funds is to provide investors with moderate capital growth.

The portfolio will have an equity exposure of a maximum of 60% of the portfolio’s net asset value. The composition of the portfolio shall reflect the investment structure of a retirement fund with a moderate risk profile and will comply with prudential investment guidelines to the extent allowed by the Act.

Investments to be included in the portfolio will, apart from assets in liquid form, 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 investment objective of the Synergy Ci Growth Fund of Funds is to provide investors with long term capital growth.

The portfolio will have an equity exposure of a maximum of 75% of the portfolio’s net asset value. The composition of the portfolio shall reflect the investment structure of a retirement fund with a moderate to high risk profile and will comply with prudential investment guidelines to the extent allowed by the Act.

Investments to be included in the portfolio will, apart from assets in liquid form, 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 Synergy Ci Global Flexible Growth Feeder Fund is a 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 Flexible Growth Fund, the target portfolio, will diversify investments across various asset classes, by investing in a combination of lower risk assets such as cash and/or cash equivalents, global bonds and higher risk assets such as global equities. The Fund is likely to be invested with a bias towards global equities whilst not precluding the fund from investing in lower risk asset classes such as cash and global bonds. This blend of asset classes is expected to be towards the higher end of the risk/return scale.

The Fund will not be restricted in its asset allocation decisions and is not focused on any specific geographical area, industry or sector. The Fund 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 depositary receipts and preference shares), real estate investment trusts (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. It may also invest up to 100% of its Net Asset Value in cash and/or cash equivalents (including, but not limited to, US Treasury Bills, cash deposits, commercial paper, short-term money market instruments and certificates of deposit) for cash flow purposes or as part of a temporary defensive strategy or where the Investment Manager believes that economic, financial and political conditions make it advisable to do so.

Minimum Disclosure Documents (MDDs)

Synergy Ci Conservative Fund of Funds
Synergy Ci Moderate Fund of Funds
Synergy Ci Growth Fund of Funds
Synergy Ci Global Flexible Growth Feeder Fund

Reports & Forms

Quarterly Reports

Transaction Forms