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Designed for long-term equity investors
Designed for long-term equity investors
Nearly one in five high-net-worth investors rely on equities for long-term growth. But investing is about more than picking stocks. It’s about building a strategy that can adapt as markets change and life moves on.
Equity portfolios are built for investors who think long term and want transparency, insight, and a clear view of how their capital is managed.
Portfolio management and stockbroking services are designed for high-net-worth investors seeking direct equity exposure, with a minimum investment of R3 million.
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Investment solutions built around you
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A thoughtful approach to managing your capital
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Investing is personal
01
Designed for long-term equity investors
Nearly one in five high-net-worth investors rely on equities for long-term growth. But investing is about more than picking stocks. It’s about building a strategy that can adapt as markets change and life moves on.
Equity portfolios are built for investors who think long term and want transparency, insight, and a clear view of how their capital is managed.
Portfolio management and stockbroking services are designed for high-net-worth investors seeking direct equity exposure, with a minimum investment of R3 million.
02
Investment solutions built around you
03
A thoughtful approach to managing your capital
04
Investing is personal
Our range of portfolios
A model portfolio is a type of investment product that enables an individual investor to gain access to a corporate investment strategy through a personal segregated investment portfolio. Model portfolios offer a measure of flexibility, which the investment manager can tailor to an investor’s specific investment objectives and constraints. Otto1890’s portfolios are actively managed through an experienced investment committee that meets regularly to monitor, manage and plan all factors affecting these portfolios. The oversight structure, through multiple strategic and operational levels, ensures that these portfolios are managed to the highest standards possible. Specialised teams, ranging from comprehensive research to cutting-edge trade implementation, ensures that the investor benefits from a unified approach to target the best risk-adjusted returns available in the market.
Otto1890 Managed Multi-Asset ETF Portfolio (Growth)
The portfolio is designed to help investors achieve long-term objectives through the predominant use of passive building blocks. It provides diversified exposure across a broad range of global asset classes which can be access via a domestic investment account. All underlying investments are fully liquid, offering flexibility and transparency within the portfolio.
Guided by a disciplined strategic asset allocation framework, the Growth portfolio maintains a steady allocation to listed and non-listed assets to enhance diversification and return potential. Its risk profile is actively managed through a quantitative process that adjusts asset allocation in line with the portfolio’s targeted risk and return objectives, ensuring a balanced, measured approach to long-term growth.
Framework
Global as an investment framework
Investing globally lets you manage risk with greater intention.It broadens your exposure across asset classes, regions, and sectors – reducing reliance on any single market.
For investors who want direct ownership in specific companies, our approach provides that flexibility, while complementing the rest of your portfolio.
Global access also brings simplicity. You can invest in leading equity, bond, and alternative assets around the world, and benefit from diversification across industries and geographies.
A global framework opens the door to multiple growth environments, not just those available in one country. For us, there is one asset class that matters most: the world.
Key traits
We have learned that successful investing often comes down to a few essentials. These six traits shape the partnerships that last.
Relationship
Successful investors work with someone who knows them. A professional who listens, understands what matters, and helps them stay grounded when markets test their resolve.
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