CAVEAT’S CORE SATELLITE ETF INVESTMENT APPROACH
Still don’t have exposure to ETFs in your investment portfolio? Times are changing fast and so should you. From lower fees, broader range of investment opportunities and the fact that you can gain offshore exposure through domestically listed securities, why would one not want to make use of ETFs.
Exchange Traded Funds (ETFs)
ETFs trade on our local stock exchange like any other listed security. ETFs provide a range of benefits to the consumer. One of them being the diversification they provide at a substantial discount to traditional diversification.
Offshore allocation is a critical component in order to have a properly diversified portfolio. You gain access to opportunities in the US equity market, EU equity markets etc. Offshore allocation acts as an active hedge against the volatile Rand.
As the ETF market grows, we are also seeing significant competition between ETF providers which drives down costs even further to benefit the consumer at the end of the day.
Caveat’s approach
Our team of experts have one common goal – Growing the wealth of our investors in a cost-efficient manner with the least possible risk taken. Thus, we make use of a broad range of ETFs available in the market in order to reduce investment costs for our investors, effectively diversifying their portfolios and providing them access to markets and investment opportunities that have not been possible for a South African investor in the past.
The broad range of ETFs available is suitable for long-term investors who seek exposure to some of the biggest companies in the world. A single ETF holds various shares, thereby providing diversification and consequently reduces the overall risk of the portfolio.
Want to find out how ETFs can add value to your portfolio? Visit our website at www.caveat.co.za for more information. Alternatively, find our contact details below to speak to one of our representatives.
Who are we?
Caveat Capital Management is a strategic advisory firm based in Cape Town. Caveat Capital Management specializes in structuring tailor-made investment portfolios that serve your needs now and grow with you as your needs change. Caveat works to maximize your gains and minimize the risk.
What we offer
Caveat Capital Management has a competitive fee structure that incentivizes the portfolio manager to perform and the renumeration is highly linked to the performance of the portfolio. Caveat Capital MGMT (Pty) Ltd is a CATII – Authorized Financial Services Provider (FSP no. 24777) registered at the South African Financial Services Conduct Authority (FSCA). Meaning that we have the required licensing to structure full-discretionary portfolios structured to your needs.
Disclaimer
This report does not guarantee the suitability or potential value of any information or particular investment source. The information provided is not intended to, nor does it constitute financial, tax, legal, investment or other advice. Before making any decision or taking any action regarding your finances, you should consult a qualified financial adviser. Nothing contained in this publication constitutes a solicitation, recommendation, endorsement or offer by Caveat Capital Management, but is merely an invitation to do business.
Contact Information
Main Office
Spaces A1, Kinetic Way Extension, Bridgeway, Century City Cape Town, 7441
Phone
Office: +27 (0)21 830 5777
General enquiries: info@caveat.co.za
Website: www.caveat.co.za
Information and content
The information in and content of this publication are provided by Caveat Capital Management as general information about the company and its products and services. Caveat Capital Management does not guarantee the suitability or potential value of any information or particular investment source. The information provided is not intended to, nor does it constitute financial, tax, legal, investment or other advice. Before making any decision or taking any action regarding your finances, you should consult a qualified financial adviser. Nothing contained in this publication constitutes a solicitation, recommendation, endorsement or offer by Caveat Capital Management, but is merely an invitation to do business.
Caveat Capital Management has taken and will continue to take care that all information provided, in so far as this is under its control, is true and correct. However, Caveat Capital Management shall not be responsible for and therefore disclaims any liability for any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information provided. Past performance is not an indication of future performance. Caveat Capital Management does not provide any guarantee regarding capital or performance.
Caveat Capital MGMT (Pty) Ltd is a CATII – Authorized Financial Services Provider (FSP no. 24777) registered at the South African Financial Services Conduct Authority (FSCA).