Local Products

Personalised solutions to help you meet your investing goals

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Local online share trading

Manage your own investments on the JSE using industry-leading platforms.

  • Trade JSE equities and CFDs in real-time.

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JSE Managed Portfolio

Let us manage your investment portfolio from start to finish.

We create and manage a long-term portfolio of local companies to meet your goals and appetite for risk.

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Retirement annuities and pension funds

Plan for your future with our different retirement and pension plans.


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Tax-free savings account

Invest without paying tax on any of the growth or income you earn.

  • A maximum of R36 000 per tax year or R500 000 over your lifetime may be contributed.
  • Choose between a wide array of unit trusts or ETFs.
  • All amounts invested count towards your annual and lifetime limits regardless of any withdrawals made.

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Cratos SA Opportunity EIB

The Cratos SA Opportunity Fund has a broad mandate to invest in JSE-listed financial instruments, with a primary focus on equities. The goal of the fund is to outperform the JSE stock market, using the JSE’s All Share Shareholder Weighted (“SWIX”) index as its benchmark.

Local Analysis

Local Company Updates

Local

Jubilee

Jubilee secured exclusive rights to the Large Waste Project for $18 million, down from $30 million, with an option to buy by mid-May 2025 |

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Local

Sibanye-Stillwater

Sibanye-Stillwater’s 89MW Castle wind farm in South Africa’s Northern Cape has begun commercial operation, marking the country’s largest private-offtake wind farm | Castle is part

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Local

Mondi plc

Mondi plc has finalized its acquisition of Schumacher Packaging’s Western Europe Packaging Assets, boosting its sustainable packaging capabilities | The deal adds over 1 billion

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Local

ArcelorMittal

ArcelorMittal South Africa has deferred the wind-down of its Long Steel Business for at least six months, until 31 August 2025, supported by a R1.683

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Local

MultiChoice

MultiChoice’s voluntary operational update indicated a tough consumer environment in H1 2025, with negative subscriber growth and limited revenue due to high personal debt levels

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Local

Netcare

Netcare’s voluntary trading update showed a 1.1% increase in total paid patient days (PPD) for H1 2025, with acute hospital paid patient days (PPD) up

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Local

Ascendis

Ascendis’ tangible NAV per share rose 11.7% from to 105 cents as at 31 December 2024. The Medical portfolio grew 16.5%, driven by strong performance

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Local

Sirius Real Estate

Sirius Real Estate is acquiring a Mönchengladbach business park for €17.2m with an 8.21% yield and selling BizSpace Cardiff for £5.1m at a 10% premium

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If this looks interesting, please fill in the form and we will get back to you about scheduling a time where we can sit together and go through the digital advice system to see the impact a fee reduction could have on your retirement funds!

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