WHAT WE DO
WHAT WE DO
OUR INVESTMENT PHILOSOPHY
Our investment philosophy is to invest with renowned and transparent managers who have a proven track record over all financial market conditions, while keeping investing simple and cost effective.
THE PROCESS
We evaluate fund managers based on numerous criteria, including among others: skill of the manager and their team, longevity and continuity of the manager, research and decision making process, track record, size, access to the fund manager and fund information, platform availability, investment style and fees.
We purchase further detailed specialised research where needed and consult external experts for additional input and information to support our own due diligence process.
We do quantitative analysis of the funds and how they blend together to ensure that the combination can give superior returns with lower volatility and is appropriate for all market conditions and scenarios.
We discuss our models and funds monthly and meet with fund managers regularly to remain up to date with developments in the funds and ensure that the fund is behaving as we expect it to.
Quarterly, the Investment Committee analyses and debates the models and funds, compares to the watchlist of funds we both use and don’t use, and make relevant adjustments if needed.
WHAT WE DO
OUR MODEL PORTFOLIO
With a view to enhancing our investment offering, we are delighted to announce that we will be offering a new model portfolio and fund range under AE Investment Managers. Our intention is to include these funds in the current Apex model portfolio investment solutions that you are currently invested in which we have been running since 2010.
Our investment philosophy will remain to invest with renowned and transparent managers who have a proven track record over all financial market conditions, while keeping investing simple and cost effective. This improvement will simplify our offering, provide lower portfolio fees over time, and improve the tax efficiency of our investment offering. There will not be any change to the investment objectives that we have discussed during our consultations.
WHAT WE DO
OUR SERVICES
We are licensed to provide intermediary services for the following Category II financial products.
- Structured Deposits
- Participatory interest in a hedge fund
- Shares
- Money market instruments
- Participatory interests in one or more collective investment schemes
- Debentures and securitised debt
- Bonds
- Derivative instruments
- Long-term Deposits
- Short-term Deposits
Representatives
- Drew Rydell
- Rene van de Spreng
- Brandon Panther
Key Individual
- Natalie Wheble
All appointments are made in accordance with the FAIS Act and the regulatory requirements of the Financial Sector Conduct Authority (FSCA).
DRIVEN BY INTEGRITY
HOW WE PROTECT YOU
AE Investment Managers (Pty) Ltd subscribes to the principles of the Financial Advisory and Intermediary Services Act, the FAIS General Code of Conduct and the FPI Code of Conduct.
Conflict of interest
Our commitment to ethical and fair treatment includes our conflict of interest and confidentiality policies. Our conflict of interest policy is available on our website.
Compliance officer
We strive to comply with all regulatory requirements, with ongoing monitoring by an independent compliance officer to ensure adherence. Our compliance officer is Mr F Steenkamp (OCS Prime Pty Ltd, Registration Number: 2021/907904/07 and Practice Number: 7944)
CONTACT DETAILS:
Gauteng: Office 4, Nedbank Building, 135 Rivonia Road, Sandown, Sandton, 2196
Western Cape: The Launch Pad, 180 Lancaster Road, Gordons Bay, 7140
Contact Person: Frikkie Steenkamp
Telephone: +27 (0)11 568 0925
Email: frikkie@outsourcedcompliance.co.za
Complaints
Should you ever have a complaint, you would inform your adviser in writing who will then record your complaint and inform our compliance officer for action. If, after this step, you are still not satisfied, you can contact the Ombudsman for Financial Services. T +27 762 5000 / 0860 066 3274 www.faisombud.co.za
The Protection of Personal Information
AE Investment Managers is committed to protecting our clients’ privacy. We take practical and reasonable steps to comply with statutory requirements, in accordance with the Protection of Personal Information Act 4 of 2013, when we collect, store, process, and distribute personal information.
Clients are welcome to contact our Information Officer to review a copy of AE Investment Managers’ POPIA policy:
Brandon Panther | T +27 11 802 0220