Product Offering.
Personal Stock Portfolios and Managed Portfolios
Product offerings
- Personal Stock Portfolios (direct ownership in listed companies)
This service offers discretionary, segregated share portfolios in which your investment portfolio is managed according to specific strategies and mandates. You have direct ownership in listed companies instead of owning units in a collective investment scheme portfolio. We offer you the opportunity of actively investing your portfolio both domestic and offshore, managed by our team of equity managers. - Managed portfolios (owning units in a collective investment scheme portfolio)
Wrap funds consist of a combination of collective investment schemes (also known as unit trusts) that are held in a certain proportion in order to achieve a specific investment objective. Portfolios like these are managed according to a specific mandate, and they are chosen to align with your risk profile as an investor.
Platform: Investec Investment Management Services
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- Vision Private wealth Balanced
- Vision Private Wealth Offshore
Platform: Investec Investment Management Services
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- Vision Cautious Multi Managed Portfolio
- Vision Balanced Multi Managed Portfolio
- Vision Growth Multi Managed Portfolio
- Vision Worldwide Multi Managed Portfolio
- Vision ETF Multi Managed Portfolio
Investec CCM Call Money Fund
The Investec CCM Call Money Fund is a call deposit with an interest rate that approximates the average of the top four qualifying money market funds’ published rates, with immediate* access to funds.
*Allow 3-5 working days for withdrawals
Our Partners
Vision Brokers has partnered with South Africa’s best Investment Portfolio companies & advisors.
