Portfolio management
The benefits of a managed portfolio are endless. Let our professional portfolio managers do the hard work. With an investment of R250 000 or more, we’ll provide world class portfolio diversification with access to international stock and trade markets
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Select a suitable investment portfolio
SPM Equity Portfolio
A selection of JSE-listed large capitalisation shares plus bonds and money market investments for reliable growth and yield.
Invest for at least
5 years+
Risk level
High
Minimum investment amount
R1 000 000
SPM Global Equity Portfolio
A “pure” equity portfolio which contains between 20 and 30 offshore-listed global blue-chip equities.
Invest for at least
5 years+
Risk level
High
Minimum investment amount
R1m (in GBP, USD or EUR)
Exchange Traded Fund Account
A long-term offshore portfolio which offers access to global blue-chip equities.
Invest for at least
5 years+
Risk level
High
Minimum investment amount
Value of 100 units
Upib Growth Personal Portfolio
Suitable for pension fund investment
A mix of South African and international equities, fixed income, property and money market instruments.
Invest for at least
5 years+
Minimum investment
R250 000
Upib Accumulation Personal Portfolio
Suitable for pension fund investment.
A mix of South African and international equities, fixed income, property and money market instruments.
Invest for at least
3 years+
Risk level
Medium
Minimum investment amount
R250 000
Upib Preserver Personal Portfolio
Suitable for pension fund investment.
A mix of South African and international equities, fixed income, property and money market instruments.
Invest for at least
2 years+
Risk level
Low
Minimum investment amount
R250 000
Quattro Plus Portfolio
A medium risk portfolio with almost equal portions of equities, bonds and money market instruments, listed property and prime-linked preference shares.
Invest for at least
3 years+
Risk level
Medium
Minimum investment amount
R1 000 000
Compare and choose an investment portfolio that works for you
Sit back and let us make the tough calls for you. With a managed investment portfolio, you get these great benefits.
| Manage yourself online | UPIB professional portfolio team | |
|---|---|---|
| Access to a dedicated portfolio manager | ✓ | |
| Professionally selected portfolios | ✓ | |
| Online and telephone access | ✓ | View-only access online |
| JSE Shares | ✓ | ✓ |
| Exchange Traded Funds | ✓ | |
| Offshore shares | via World Trader | ✓ |
| Offshore ETFs | via World Trader | |
| Brokerage* | 0.2% to 0.4% | 0.40% |
| Monthly or annual fee* | Varied | 0.60% - 0.80% annual management fee |
| Live prices | ✓ | |
| Education | ✓ | |
| Research | ✓ |
Disclosure:
There are certain risks which we wish to bring to your attention and which UPIB Stockbrokers and Portfolio Management (SPM) will not be liable for. Please ensure that you fully understand the risks, manage your exposure, and seek independent advice if necessary before you trade or invest. The value of your investments can rise and fall, which means your investment could increase or decrease in value. Past performance of any security or other products is not necessarily an indication of future performance. Please consult a tax practitioner for advice on the tax consequences of trading or investing in securities or other products. FAIS disclosure applies.
UPIB Stockbrokers and Portfolio Management (Pty) Limited, Registration Number 1973/010798/07
Member of the JSE™ Equity Market
Authorised Financial Services Provider FSP No. 45849
Registered Credit Provider Reg No NCRCP68
Disclaimer:
Please ensure you fully understand the risks, manage your exposure carefully, and seek independent advice if necessary. When trading or investing in securities or other products, the value can rise and fall, which means your investment could increase or decrease in value. Past performance of any security or other products is not an indication of future performance. Please consider the risks involved before you trade or invest. Consult a tax practitioner for professional advice on the tax consequences of trading or investing in securities or other products.