Financial Services

Graaffs Trust Limited is a registered Financial Services Provider (FSP 709). Its core investment strategy is to provide superior returns over the long term through the selection of blue chip and semi-blue chip equity holdings within a diversified portfolio environment.

The company offers bespoke diversified portfolios, consisting of listed equity, REITS and gilts, to clients with funds in excess of R5 million. For smaller portfolios, the company offers a combination of index tracking funds, such as the SATRIX40 to add a broad measure of equity exposure, as well as direct listed REITS and gilts. For income generating strategies the company concentrates on combinations of money market funds, REITS and gilts to generate competitive yields.

Graaffs Trust Limited is also able to leverage its long term relationship with Investec Securities to offer alternative financial products and offshore exposure, either by way of equity or foreign currency holdings, to qualifying clients.