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Local Investment Solutions

Partnering with NVest Securities means that you can focus on your client’s investment needs, while we ensure that their investments perform.

With NVest Securities’ Local Investment Solutions, you can offer your clients investment solutions with the confidence that their investment objectives will be met. Backed by our experienced team, our thorough research, and processes. All of which are under pinned by our proved track record and our investment philosophy

General Equity

Portfolio

A portfolio that focuses on capital growth over a long-term investment horizon via investing in JSE listed companies.

Income Growth

Portfolio

A more conservative portfolio for investors looking for a mix of income and growth.

Managed Income

Portfolio

A high yielding portfolio meeting the needs of investors with high-income requirements.

Living Annuity

Portfolio

A purposeful built portfolio constructed specifically with Living Annuity solutions in mind.

NVest Balanced

Portfolio

A Muti-Asset portfolio aiming to achieve total returns of CPI + 5%

NVest Stable

Portfolio

A Multi-Asset portfolio aiming to achieve total returns of CPI + 3%

NVest Global

Portfolio

An investment solution that targets capital growth through a portfolio invested in top quality global companies.

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Solutions

Whether you are a private investor or an independent financial advisor, NVest Securities has a range of Offshore and Local Investment Solutions tailored to suit your or your clients’ financial goals.

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