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ENTRUST YOUR FINANCIAL FUTURE IN THE HAND OF AN INDUSTRY PIONEER THAT DELIVERS
Founded in 2000, Novare is one of South Africa’s leading financial services groups. We initially began our journey as an independent advisory business offering tailored financial advice. A year later, in 2001, we entered the multi-manager industry by providing multi-manager and alternative investment solutions to our retail and institutional clients.
Our bespoke approach has enabled us to consistently identify and blend leading fund managers into a single portfolio, allowing us to craft and maintain some of the best funds on the market.
Our in-depth and rigorous research process is committed to understanding how each fund manager contributes to an overall fund structure.
ABOUT
RECOGNISED AS AN INDUSTRY PIONEER, OUR COMMITMENT TO RELIABILITY, CONSISTENCY AND SUSTAINABILITY ARE INTEGRAL TO
OUR BUSINESS APPROACH, AND OUR EXCEPTIONAL PERFORMANCE IS EVIDENCED BY THE NUMBER OF LONG-TERM CLIENTS WE
CONTINUE TO RETAIN.
This approach, combined with strategic asset allocation and ongoing fund manager monitoring is what leads to superior performance.
Our proven 18-year track record and strong balance sheet enables us to offer our clients a wide variety of unique, well-researched investment options, including investment advice, asset management, investment consulting, alternative investments and private equity.
This includes being the first investment firm to launch regulated hedge funds to the South African retail market.
MULTI-MANAGER FUNDS PROVIDE AN EASY AND COST-EFFECTIVE WAY TO ACHIEVE BREADTH IN AN INVESTMENT PORTFOLIO WITHOUT
HAVING TO CONSTANTLY RE-EVALUATE THE HOLDINGS.
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We believe that a multi-manager approach to investing is one of the most successful ways of optimising risk-adjusted returns. Markets are characteristically inefficient, but we have the ability to take advantage of this by investing across various manager styles and asset classes to deliver diversified and real investment outcomes.
THE BENEFITS OF MULTI-MANAGER FUNDS
Multi-manager funds combine multiple professionally-managed investment funds into a single offering. This provides a number of benefits that are typically difficult to achieve when investing in single-manager funds:
• Asset class diversification: Multi-manager funds invest across different asset classes, sectorsand geographies. This type of diversification minimises the dependence on the performanceof a single fund manager and enables you to benefit from reduced risk without sacrificingreturns.
• Fund manager diversification: By broadening your investment horizon beyond a single fundmanager, your exposure to the performance and management style of that fund manager isreduced. No single fund manager can consistently outperform across all asset classes all thetime as each fund manager has a different area of focus and approach to their investmentphilosophy and process. Multi-managed funds harness the specialised expertise of severalfund managers into one collaborated fund.
• Active management: Investing in a multi-manager fund eliminates the need for you tochoose where and how to invest your money as the research, selection and ongoingmonitoring of each fund manager is done on your behalf by the expert team at Novare.Multi-manager funds offer diversification in one single investment option and removes thepressure of having to find, as well as monitor, individual fund managers.
• Specialised skill: A multi-manager approach provides you with access to the pooledexpertise of multiple investment experts. Each expert is dedicated to understanding howevery fund manager contributes to the overall fund structure. Each fund manager also looksafter their unique area of expertise, allowing each fund within the fund to operate optimally.Every fund is monitored to ensure optimal performance and is rebalanced when necessary.
MULTI-MANAGER FUNDS
FUNDS ARE ACTIVELY MANAGED, WHICH MEANS WE ARE CONSTANTLY ASSESSING
AND IMPLEMENTING NEW OPPORTUNITIES TO ACHIEVE THE STATED RISK AND RETURN
OUTCOMES.
We follow a strong, proactive and standardised investment process, ensuring consistent andreliable performance:
1. FUND MANAGER SELECTION• Fund manager identification and initial screening.• Due diligence conducted on shortlisted fund managers.• Fund manager approval by investment team.
2. PORTFOLIO CONSTRUCTION• Asset allocation and rebalancing.• Blending of best-of-breed managers.• Investment team meetings to monitor fund performance.
3. ONGOING MONITORING• Ongoing fund manager monitoring and investment team meetings.
4. RISK MANAGEMENT• Integral to every step of the investment process.
1. FUND MANAGER SELECTION 2. PORTFOLIO CONSTRUCTION
3. ONGOING MONITORING 4. RISK MANAGEMENT
INVESTMENT PROCESS
For information on how to invest, please speak to your financial advisor or visit our website on www.novare.com
NOTEWhen structuring your investment plan, we recommend that you discuss your requirements with an accredited financial advisor. A financial advisor is an industry professional who can help you navigate the complexities of investment decisions to achieve your financial goals.
PRODUCT OFFERING
To grow your wealth and achieve financial security, you need to invest for the future. If you have been delaying investing because you don’t know which funds to invest in, multi-manager funds can help set you on your way. Multi-manager funds offer diversification in a single investment and remove the pressure of having to find, as well as monitor individual fund managers.
We provide investors with a selection of multi-manager funds which can form part of your medium to long-term investment portfolio.
Please visit www.novare.com for more information.
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OFFSHORE FUNDS
Having operated in the offshore multi-manager space for over a decade, we have an extensive network of global asset managers and our offshore capabilities span across various asset classes. Truly independent, we
offer access to a unique range of offshore fund managers not typically accessible to South African investors. Please contact [email protected] for more information.
In today’s volatile market you need a comprehensive, nimble and diverse investment portfolio that can provide alternative opportunities to maximise returns whilst minimising risk. By investing in Novare’s award-winning range of fund of hedge funds, you have access to a variety of unique financial products and markets not typically available to individuals. In addition, you benefit from:
• Including South Africa’s leading hedge fundsin your portfolio. These funds are continuouslymonitored by our expert investment teamto ensure optimal fund structures andperformance at all times.
• Due to the uncorrelated returns of hedgefunds to traditional asset classes anallocation in a well-diversified portfolio willdecrease portfolio volatility and enhancethe overall risk/return profile.
• An improvement in downside protection,reducing losses during sharp market selloffs.
WHY YOU SHOULD CONSIDER INCLUDING A FUND OF HEDGE FUNDS IN YOUR PORTFOLIO
• Novare Investments was awarded “Fund Management Firm of the Year – South Africa2017” at the Corporate Live Wire Finance Awards.
• Hedge Fund Firm of the Year South Africa at the Finance Awards 2016.
• Most Outstanding Fund of Hedge Fund Management Firm South Africa at the GlobalFund Awards 2016.
• Best Multi-Manager Fund Provider at the Global Fund Awards 2015.
• Best Fund of Hedge Funds at the Alternative Investment Awards 2015.
• South African Hedge Fund Research Provider of the Year at the International HedgeFund Awards 2013.
• Best Fund of Funds award for the Mayibentsha Moderate Fund of Hedge Funds at theHedgeNews Africa Awards in 2013.
• Long-term Performance Fund of Funds award for the Mayibentsha Focused Fund ofHedge Funds at the HedgeNews Africa Awards in 2012.
• HFMWeek Top Fund of Fund Emerging Markets award for the MayibentshaOpportunities Fund of Hedge Funds in in New York in October 2012.
AWARDS
When investing with us you can have peace of mind knowing that you are entrusting your financial future with an industry pioneer, as proven by the range of prestigious awards we have received:
This document is confidential, private and intended solely for the addressee(s) and clients of Novare Holdings (Pty) Ltd (Registration No. 2005/035231/07). Copyright in this document created by Novare will remain vested in us and will not be transferred to anyone in part or whole without the prior written consent of Novare.
• Novare Actuaries and Consultants (Pty) Ltd (Registration Number: 2001/008015/07)(“NAC”) is an Authorised FinancialServices Provider in terms of the Financial Advisory and Intermediary Services Act, No. 37 of 2002. FSP No. 815 (CAT I &CAT II).
• NAC is approved by the Financial Services Board in terms of Section 13B of the Pension Funds Act, 24 of 1956, as anInvestment Administrator: 24/ 454.
• NAC is a member of the South African Institute of Retirement Funds.• Novare Capital (Pty) Ltd (Registration Number: 2013/190032/07)(“NC”)is an Authorised Financial Services Provider in terms
of the Financial Advisory and Intermediary Services Act, No. 37 of 2002. FSP No. 45473 (CAT I).• Novare CIS (RF) (Pty) Limited (Registration Number: 2013/191159/07) (“NCIS”) is an authorized Management Company
registered according to the Collective Investment Schemes Control Act (CISCA) and regulated by the Financial ServicesBoard of South Africa.
• Novare Investments (Pty) Ltd (Registration Number: 2000/018539/07) (“NI”) is an Authorised Financial Services Provider interms of the Financial Advisory and Intermediary Services Act No 37 of 2002. FSP No. 757 (CAT I, CAT II, CAT IIA).
• NI is approved by the Financial Services Board in terms of Section 13B of the Pension Funds Act, 24 of 1956, as anInvestment Administrator: 24/ 456.
• NI is a member of the Association for Savings and Investment SA.• Novare Equity Partners (Pty) Ltd (Registration number: 2007/020662/07) (“NEP”) is an Authorised Financial Services
Provider in terms of the Financial Advisory and Intermediary Services Act No 37 of 2002. FSP No. 41836 (CAT I and CAT II).• NEP is approved by the Financial Services Board in terms of Section 13B of the Pension Funds Act, 24 of 1956, as an
Investment Administrator: 24/ 554.• NEP is a member of the South African Council of Shopping Centres.• NEP is a member of South Africa Nigeria Chamber of Commerce.• Novare Wealth(Pty) Ltd (Registration Number: 2014/136255/07) (“NW”) is an Authorised Financial Services Provider in
terms of the Financial Advisory and Intermediary Services Act, No. 37 of 2002. FSP No. 46011(CAT I).
DISCLAIMER
CAPE TOWN (HEAD OFFICE)
Third Floor, The Cliffs Office Block 1, Niagara Way, Tyger Falls, Carl Cronje Drive, Bellville, Cape Town, 7530
Tel: +27 (0)21 914 7730Fax: +27 (0)21 914 7733E-mail: [email protected]
JOHANNESBURG OFFICE
First Floor, 30 Jellicoe AvenueRosebankJohannesburg, 2196
Tel: +27 (0)11 447 9605Fax: +27 (0)11 447 9405E-mail: [email protected]
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