Rebalance Fund Managers are dedicated to offering innovative investment management solutions, leveraging our in-depth market expertise and internalised asset management capabilities to help brokers and clients manage their wealth.
About Us
Rebalance Fund Managers provides comprehensive, high-performance investment strategies, combining years of expertise with personalised service to help brokers and clients achieve their financial goals, bringing next-level investment capabilities and wealth-building strategies to the forefront of your financial journey.
We actively monitor and adjust your investment portfolio to maintain your desired asset allocation, which helps manage risk, mitigate market volatility and ensure your investments remain aligned with your long-term financial goals, effectively “rebalancing” your portfolio to your target risk level across different asset classes like stocks and bonds.
Our Expertise
The Rebalance business and investment philosophy is centered around our clients. In our experience, an investment philosophy should start at client level with the financial advisor and build up to portfolio level with the investment manager. We are proponents of multi-management.
Rebalance Fund Managers exclusively work with financial advisors. Clients invest with us though their financial advisors. Should you wish to invest with us, but do not have a financial advisor, please contact us as we can introduce you to the financial advisors within our network.
We manage four types of mandates. Our retail and institutional funds are constructed around these mandates and each developed for a specific target market.
All our funds are multi managed and constructed according to a specialist building block approach. We believe in active asset allocation and utilise both active and passive managers within our mandates. The decision to utilise a passive manager or instrument will, however, not be based on the lack of a suitable active manager, but rather on a decision to capture asset class alpha through active asset allocation.
This partnership was formalised in mid-2010 with the establishment of Rebalance Investments (Pty) Ltd. Rebalance initially utilised external asset management capabilities to manage our products. At the beginning of 2014, our asset management capabilities were expanded and internalised with the formation of Rebalance Fund Managers (Pty) Ltd, an authorised discretionary investment manager.
Our funds conform to the traditional risk & return profile. They range from conservative to aggressive and with more returns comes more risk.
We added an additional profile element to our funds – a time or cash flow maturity profile. This enables the investor to select a fund according to his investment horizon or time to cash flow need.
The financial services sector in South Africa has strict legislation in place to ensure product reliability and legislative compliance on the part of Financial Services Providers.
At Rebalance Fund Managers we believe that stringent compliance processes protect our clients, stakeholders and safeguard good business practice.
FAQ
Rebalance Fund Managers stands out due to our commitment to offering innovative investment management solutions. We leverage our deep market expertise and in-house asset management capabilities to provide tailored strategies for brokers and clients, ensuring effective wealth management.
We assist brokers and clients by offering strategic investment solutions designed to meet individual wealth management goals. Through our internalised asset management capabilities and market insights, we help clients optimize returns and navigate market fluctuations.
Internalised asset management means that our team, with our partners, SCI and Graviton directly manages the assets, rather than relying on multiple third parties. This enables us to have more control over investment strategies, respond quickly to market changes and reduce costs, ultimately benefiting clients with better-tailored investment solutions.
Our success is driven by in-depth market research, our partnership with Graviton and a strong understanding of market dynamics. By utilizing a mix of innovative strategies, thorough risk management and our internal asset management resources, we maximize the potential for clients to achieve their financial goals.
Yes, brokers and clients receive personalised advice based on their individual financial goals and risk tolerance. Our experts work closely with clients to develop customised strategies that help them manage and grow their wealth effectively.
View investment-related information to make informed financial decisions, grow their wealth, and secure their future.
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