investment products overview
Sygnia offers institutional and retail clients a wide range of multi-manager products and services, spanning different risk profiles, asset classes and geographical regions.
Our products have been designed to meet the needs of defined benefit and defined contribution pension schemes, as well as retail investors. Flexibility of choice, cost effectiveness, administrative efficiency and full transparency are our guiding principles when designing products. Investment performance excellence lies at the core of the investment process. Independent decision making and absolutely no conflicts of interest ensure that Sygnia's products are structured in an optimal manner and in line with clients' expectations.
Our comprehensive multi-manager product range is supplemented by our derivative structuring services and access to funds of hedge funds and index tracking funds.
Sygnia facilitates all investment flows by offering transition management as a free service to all clients transferring into Sygnia's products.
Institutional Investments
Sygnia Asset Management offers a wide range of multi-manager products including:
Multi-asset class balanced portfolios (domestic and international)
Single asset class portfolios (domestic and international)
Specialist portfolios
Absolute return focused portfolios
Funds of hedge funds
In addition, Sygnia offers its clients access to:
Index tracking funds
Derivative structuring and hedging
All of the above can be used on a standalone basis, or, using Sygnia's customised multi-management services, can be used to design a unique investment strategy best suited to the specific requirements of a client.
In addition to wide choice and complete flexibility, Sygnia offers its clients the ability to set their own reporting standards. Clients can also access their investment portfolios on a live basis via the Sygnia Platinum Web.
Personal Investments
Sygnia Asset Management offers a range of absolute return products to the South African retail investors, including investment advisory businesses, multi-managers, financial advisors and individuals. The product range includes funds of South African hedge funds and dynamically hedged absolute return portfolios. The funds of hedge funds are offered through Sygnia Life, while dynamically hedged strategies are available through Sygnia Life, as well as through a unit trust product the Sygnia Alpha Plus Fund.
On the international side, Sygnia, in partnership with Scottish Life International Insurance Company, our offshore administration partner, offers South African retail investors access to an extensive range of international units trusts managed by most of the leading international asset management companies.
Hedge Fund Disclosure Statement
Hedge funds are private investment funds that are not regulated by the Financial Services Board (FSB) in South Africa. The following important features relating to investment in hedge funds should be noted by any potential investor into a hedge fund or a fund of hedge funds:
Hedge funds may follow a wider range of investment strategies than conventional investment funds, which could potentially increase the risks in these portfolios.
Hedge fund fees are generally higher than for conventional investment portfolios with both a basic and a performance element.
Hedge fund investments are less liquid than conventional investments.
Hedge fund investments are therefore only suitable for informed investors.
Investors are advised to familiarise themselves with the risks as well as the opportunities associated with an investment in hedge funds and to seek the input of a properly qualified financial advisor, where necessary, before investing.
There are no capital guarantees in this product and investors are reminded that the value of their investments could go down as well as up. Past performance is not necessarily an indication of future performance.
Index Tracking Funds
Recognising the need for access to both actively management funds and index trackers within multi-manager investment strategies, Sygnia Asset Management offers its clients a range of index tracking funds at a highly competitive price.
Sygnia's index trackers include both equity and bond funds.
Our standard equity index trackers include funds which match the performance of the following market indices:
FTSE/JSE Top 40 Index
FTSE/JSE Capi Index
FTSE/JSE Swix Index
In addition, Sygnia offers clients the option of stipulating their own index tracking benchmarks. If investable, Sygnia will replicate these in a highly cost effective manner.
