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HIGH GROWTH. LOW FEES.
MORE IN YOUR POCKET.
No matter who you are or how much money you invest with us, we use one, simple investment strategy that works.
No confusing choices, no extra costs.
Just 4 core principles proven to get you more:
01
INTELLIGENT & DIVERSIFIED PORTFOLIO
Don’t put all your eggs in one basket. We invest your money locally and offshore, in a diversified ETF portfolio of shares, property, bonds and cash.
02
ASSET ALLOCATION
Instead of trying to pick winning stocks, we focus on asset allocation & risk to deliver superior returns to that of the market as a whole, at a fraction of the cost.
03
LOW FEES
Our total fees are less than half the industry average – and the difference is invested on your behalf to compound over time.
04
RISK-BALANCED
Your investments should reflect the risk you’re willing to take.
We have created diversified ETF portfolios and keep it balanced for your risk tolerance.
HIGH FEES CAN COST YOU
YOUR RETIREMENT
Our approach delivers superior long-term investment returns at a fraction of the industry cost. Index funds don’t need expensive fund managers and therefore we are able to charge less than 1% in total fees excl. VAT. The industry average is 3%. Paying that higher fee, compounded over time, means you could end up with 40% less money at retirement.
R5,0m
R3,1m
40% less
Industry 3% fee
Balamory 1% fee
SHOW ME IF I HAVE SAVED ENOUGH TO RETIRE
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