MELVILLE DOUGLAS INVESTMENT MANAGEMENT (PTY) LTD
Management in Sandton

Through our proprietary investment philosophy and process, we create and provide domestic and international investment solutions for investors. Our portfolio management service offers high-net-worth individuals and institutions the opportunity to establish their own bespoke portfolios managed to their own special mandate and risk profile, while our comprehensive range of funds gives our investors access to our experienced investment team and proven investment process for their local and international investment requirements. Inherent in our business is our close collaboration with clients, and we pride ourselves on encouraging these relationships and our superior level of service. At Melville Douglas, we offer bespoke portfolio management offering to high net worth Muslim families. Melville Douglas launched its first unit trust in 1998 and now manages R5.4 billion across our fund range. When it comes to investments, we know that one size does not fit all. Our range of domestic funds offers investment opportunities in fixed income, multi-asset and equities across various local industries. Our range of offshore funds offers investment opportunities across different economies and regions and access to industries and companies that may not be available locally. The Global Balanced fund is not available for investors from South Africa. After 15 years of successfully managing private investor portfolios, the first Melville Douglas unit trust was launched in Today we manage more than R5.4-billion across a range of funds that offer investors a choice of fixed income, multi-asset and equity investments. Leveraging off our global footprint, our investors have the option of investing domestically or offshore. Most importantly, a diversified income portfolio can generate income at a lower level of risk than equities, and tends to offer higher income than money market funds or term deposits. Our income funds are suited to investors who are looking for managed exposure to income generating instruments, and who want to take advantage of active management within the fixed interest universe. Our multi-asset funds aim to provide broad diversification across a range of asset classes, global markets and investment strategies to provide stable capital growth over the long term. We recognise that a single asset class rarely performs well in all market conditions, and so the best way to deliver real returns and reduce risk is through diversification. At Melville Douglas we recognise that equities are the riskiest asset class, but they do have the potential to provide higher returns and are an essential portfolio component for long-term investors seeking a real return on their investment. Our multi-asset fund strategies therefore have a higher allocation to growth assets, but also incorporate other asset classes such as debt and income generating securities. Our multi-asset funds are suitable for investors seeking capital growth over the longer term at a moderate risk. Equities (shares in listed companies) represent an asset class that is traditionally used to deliver long-term capital growth. Over time, this asset class has consistently delivered real return in excess of other asset classes, such as fixed income and cash. This excess return, however, comes with higher volatility, particularly over shorter periods of time. Our funds are suitable for investors seeking exposure to the equity market with maximum capital appreciation as their goal over the long term. Investors in equity funds should have a tolerance for short market volatility in order to achieve long-term objectives and must be willing to hold their investment for at least five years.