Salvo Solutions

At Salvo Investment Managers our main objective is to generate above-average investment returns at below-average risk. We believe this is possible by employing best-in-class asset managers and using proprietary investment models to actively manage exposure throughout market cycles.

The Local Unit Trusts mentioned below are available on different LISP platforms including Allan Gray, Momentum Wealth, Old Mutual, Sanlam Glacier and PPS Investments.

Salvo Prime Dynamic Flexible Fund

FUND MANDATE

  • ASISA Multi-Asset Flexible Category
  • No minimum or maximum exposure to equities
  • Maximum of 45% exposure to international assets

FUND OBJECTIVE

The investment objective of the portfolio is to outperform JSE-listed equities (JSE Capped SWIX Index) at a lower risk over the long-term. The fund invests across different local and international asset classes and utilises a flexible investment mandate which allows us to manage risk and enhance returns. The fund does not comply with Regulation 28.

IDEAL INVESTOR

Investors with an Aggressive risk profile and a Time horizon of more than 7 years.

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Salvo Prime Income Fund

FUND MANDATE

  • ASISA Multi-Asset Income Category
  • Asset allocation across asset classes
  • This fund complies with Regulation 28.

FUND OBJECTIVE

The investment objective is to outperform the STEFI Composite index by 1%. We employ specialist income managers and overlay a well-researched asset allocation process to achieve a high level of sustainable real income and real capital preservation. The fund invests primarily invests in a combination of liquid assets such as money market instruments, government bonds, corporate debt, listed property, preference shares and equity securities.

IDEAL INVESTOR

A conservative investor that is looking for an alternative to cash or bank deposits over a 1-2 year period.

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Corion Prime Absolute Retail Hedge Fund

FUND MANDATE

  • ASISA Multi-Strategy Retail Hedge Fund
  • The fund may be included in a portfolio that complies with Regulation 28 but does itself not comply.
  • Salvo manages the fund in association with Corion Capital.

FUND OBJECTIVE

The investment objective of the Fund is to outperform STEFI Composite over the medium term The target return of the fund is to outperform STEFI by 3% after costs. The fund invests in different, non-correlated hedge fund strategies that aim to generate Absolute returns regardless of overall market directions. A secondary objective of the fund is to have a low correlation to traditional funds and asset classes, thereby complementing such portfolios over the medium term.

IDEAL INVESTOR

Moderate-Conservative Investors that seek diversification to an existing traditional portfolio.

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Salvo Global Managed PC USD Fund

FUND MANDATE

  • Guernsey registered fund
  • FSCA Section 65 Approved
  • No minimum or maximum exposure to equities

FUND OBJECTIVE

The investment objective of the portfolio is to generate capital growth from international markets. The fund seeks to outperform a composite benchmark of: 75% MSCI World Net Index and 25% US Cash rates. The fund invests across different international asset classes and utilises a flexible investment mandate which allows us to manage risk and enhance returns. 

IDEAL INVESTOR

Investors with an Aggressive risk profile that seek exposure to international markets with a time horizon of more than 7 years.

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Direct Share Portfolios

PORTFOLIO MANDATE

  • Bespoke mandates based on clients' needs and objectives.
  • Equity-based portfolio of international companies
  • Active asset allocation to manage risk and enhance returns

PORTFOLIO CHARACTERISTICS

The portfolio is constructed based on the objectives of the client. The underlying strategy will have exposure to international companies that we deem to be of high quality. We believe that over time such companies can outperform the markets they are in due to attributes such as:
  • Competitive advantages such as brand strength or market position.
  • Profitable reinvestment of capital
  • Attractive starting valuations
  • Positioned for future growth

IDEAL INVESTOR

Investors with an Aggressive risk profile and a Time horizon of more than 7 years.

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