GRINDROD ASSET MANAGEMENT CELEBRATES IMPORTANT MILESTONES
Since launching our range of Payers & Growers® investment strategies in early March 2012, the team at Grindrod Asset Management have been exceedingly focussed in two key areas. First, our investment professionals have been constructing and managing a series of differentiated portfolios that deliver regular and growing income streams to our investors. Secondly, our distribution team has spent an enormous amount of time and energy educating the advisory market around the techniques and benefits of utilising these unique investment strategies for both their pre- and post-retirement clients. Not only have we been fortunate enough to secure the support of a significant number of retail investment advisors and direct investors over this time, but we have also started to see the larger retirement funds and institutional clients allocating money to our various fund strategies.
Importantly our efforts are starting to yield some measurable results for investors. The Payers & Growers® portfolios have delivered amongst the highest income yields in their respective peer groups, and have also shown consistent year-on-year growth in their distributable incomes over this time. These dual-portfolio attributes are rare in the market and have led to our funds delivering excellent performance results for our clients and their advisors. The number of clients and advisors supporting our business has grown by over 150% in the last 3 years. We expect this trend to continue as more and more investors begin to understand the mechanics and various applications of our Payers & Growers® funds within their broader investment portfolios.
Monday, 14th September 2015 was a very special day for our business. Not only did we cross the R1 billion in gross flows level into our Payers & Growers® strategies since the funds achieved their 3 year track records on 28th February 2015, but we also achieved the milestone of exceeding R1 billion in gross flows for the calendar year-to-date. Our two flagship strategies, the Grindrod Stable Growth Fund and the Grindrod Managed Growth Fund also exceeded the R1 billion of combined assets threshold, and the listed property portfolio that we manage on behalf of Nedgroup Investments broke through the R2 billion in assets under management mark.
We have a simple goal; to consistently grow the income and capital of clients in a highly cost effective manner and thereby build a trusted brand with loyal supporters. We are very grateful for the support that retirement fund trustees, financial advisors and ordinary South Africans have given us to date. We will remain dedicated to our goal and look forward to continued shared success in the future.
TAX-FREE SAVINGS PLAN
In line with the South African government’s initiative to incentivise and promote savings in South Africa, through the National Savings Scheme, Grindrod Asset Management is offering a tax-free savings plan. This will be made available to existing and new clients.
A convenient long-term savings and investment product. For more information click here.
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OUR PHILOSOPHY IS TIMELESS
Payers and Growers® investment strategy is the embodiment of the belief in the importance of the fundamental sources of investment return. It relies not on trends or vogues in innovation, but on adhering to consistently proven investment principles. It is this innate understanding and application of these proven principles that deliver sound solutions in the long-term to our clients.
Investment is about growing income and capital. That is what we do. And we do it well.
With strong financial partners, who understand that every day is a good day to invest, you can make smart choices for your money to secure your future wealth.
We manage unit trusts and institutional assets on behalf of individual clients, financial advisors, large multi-managers and retirement funds across a number of different investment strategies.
Grindrod Private Clients are prudent, long-term investors and in selecting investments follow a value approach. Our investment objective is to maintain and enhance the value of the client’s capital and income.
Grindrod Securities, a division of Grindrod Asset Management (Pty) Limited, offers clients a full service stockbroking and fund management facility.
Grindrod Asset Management (Pty) Ltd has concluded a Broad-Based Black Economic Empowerment Verification process and the Fund Management Division has been awarded with the B-BBEE verification status of a Level One Contributor. Click here to view confirmation.