Investment options

Equity Portfolio

Our portfolios are constructed using a core and satellite methodology. The core holdings are designed to generate market related growth. Our satellite holdings are intended to generate alpha, which is outperformance of the market.

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Trading Portfolio

Our trading portfolios are structured to take advantage of short-term periods of undervaluation in our preferred universe of large-capitalisation JSE-listed companies, using contracts for difference (CFDs).

Fact sheet

Unit Trust

MyWealth Investment has selected preferred Asset Managers to partner with to provide superior investment opportunity for our clients who wish to invest on a monthly basis, or who currently own unit trusts.

Fact sheet

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