Collective investment schemes for groups.

A pooled fund brings member contributions into one professionally managed portfolio with a stated objective and time horizon.

COLLECTIVE INVESTING

One fund, many contributors, one outcome.

Instead of each member investing separately, the group’s contributions are brought together into a single managed portfolio. Your group chooses the objective and the time horizon. We handle structuring, compliance and portfolio management. Every member can see the group’s position.

Many contributors

One fund

One outcome

START WITH YOUR GROUP’S GOAL

Match the fund to your time horizon.

SHORT-TERM

Days to 12 months.

Liquidity focused.

For reserves and working capital.

MEDIUM-TERM

One to three years.

Income and balance.

For defined projects.

LONG-TERM

Three years and beyond.

Growth focused.

For endowments and legacy funds.

INDICATIVE FUND RANGE

Our planned funds.

Group Money Market Fund

Reserves, contingency and working capital

Short-term · Up to 12 monthsPlanned

Objective: Capital preservation and liquidity.
Indicative asset focus: Money market instruments.
Indicative tenor: Short-term · Up to 12 months
Who it suits: Reserves, contingency and working capital.
What the group receives: Flexible group entry and exit.

Group Fixed Income Fund

Project and building funds

Medium-term · 1–3 yearsPlanned

Objective: Steady income over a defined project horizon.
Indicative asset focus: Bonds and treasury instruments.
Indicative tenor: Medium-term · 1–3 years
Who it suits: Project and building funds.
What the group receives: An option for periodic distribution.

Group Balanced Fund

Growth with moderated risk

Medium-term · 3–5 yearsPlanned

Objective: Growth exposure with volatility managed through diversification.
Indicative asset focus: A blend of equities and fixed income.
Indicative tenor: Medium-term · 3–5 years
Who it suits: Growth with moderated risk.
What the group receives: Quarterly reporting to the group.

Group Equity Growth Fund

Endowments and legacy funds

Long-term · 5+ yearsPlanned

Objective: Long-horizon capital growth.
Indicative asset focus: Listed equities.
Indicative tenor: Long-term · 5+ years
Who it suits: Endowments and legacy funds.
What the group receives: An allocation suited to endowment-style pools, with periodic group reporting.

Group Sharia-Compliant Fund

Ethically screened investing

Medium-term · 1–5 yearsPlanned

Objective: Non-interest investing across permissible asset classes.
Indicative asset focus: Permissible asset classes, with holdings reviewed by an advisory board.
Indicative tenor: Medium-term · 1–5 years
Who it suits: Ethically screened investing.
What the group receives: An ethically screened, non-interest allocation with periodic group reporting.

Cooperative and Association Plan

Registered cooperatives, associations and alumni bodies

FlexiblePlanned

Objective: A managed portfolio service for cooperatives and associations, with scheduled member contributions.
Indicative asset focus: A tenor mix chosen by the group.
Indicative tenor: Flexible
Who it suits: Registered cooperatives, associations and alumni bodies.
What the group receives: Dedicated reporting and a named relationship contact.