At Helfin Global Capital, we believe that while some things are good on their own, they are even better together.

Helfin Private Wealth (“Helfin”) continuously strives to ensure that our investment solutions and service offering evolves with the needs of our investors and the ever changing economic and regulatory environment. In order to ensure that we are able to achieve this goal on an ongoing basis, the Helfin Group which was established in 1964, recently received approval from the Financial Sector Conduct Authority for Helfin Global Capital (Pty) Ltd, FSP number 43809, to act as an investment manager. Helfin Global Capital is the Helfin group’s specialist investment manager that focusses on constructing investment solutions for all Helfin clients. By combining our investment management expertise with years of advisory experience, we will continue to offer market leading investment solutions to Helfin investors. The same team that currently manages the Helfin investment solutions will in future be managing the Helfin Global Capital funds (“the funds”), in consultation with our independent research partners, Analytics Consulting, who consult to R80 billion of local and offshore investments.

Analytics Consulting is an independent investment consulting and product development business that provides investment services and bespoke product solutions to the top independent financial services businesses in South Africa. The Analytics Consulting team originates from the Investec Asset Management stable (now Ninety One) and includes technical specialists who have worked for some of the top financial services businesses in South Africa amongst others Allan Gray, RMB, Stanlib, Momentum and Stonehage Fleming.

With a view to enhancing our investment offering, we are delighted to announce that we will be offering a new fund range under Helfin Global Capital. Our intention is to include these funds in the current Helfin model portfolio investment solutions that you are currently invested in which were launched in 2015.

This improvement will simplify our offering, provide lower portfolio fees over time and improve the tax efficiency of our investment offering. The funds have the added benefit of providing more flexibility to us in relation to the underlying investments that we can include within your portfolios. It is better for you and that is better for us.

Your investments will continue to be managed by the top tier investment management businesses in the country and globally. The Helfin fund range has been approved by the Financial Sector Conduct Authority (FSCA). The Helfin funds have been specifically designed to allow Helfin Private Wealth to match the characteristics of the model portfolio in which you are currently invested, ensuring that the Helfin funds continue to match your financial needs and risk tolerance.

Therefore, there will not be any change to the investment objectives that we have discussed during our consultations.