History
Engelberg. was founded in 2012 and is a Financial Sector Conduct Authority (FSCA) registered South African based Asset Management company. Engelberg currently manages three fully compliant local domicile investment funds. Engelberg is a financial services provider authorised by the Financial Advisory and Intermediary Services Act.
Great things are done by a series of small things brought together.
— Vincent Van Gogh
Vision
Financial markets radically change over the long term and the only way to sensibly protect and grow wealth over time is by maintaining a truly diversified and balanced portfolio of investments. It is our vision to partake in the best opportunities of the future but not forgetting hard earned wisdom from the past.
Mission
Our mission is to assimilate old experience with a deep understanding of the fundamentals that upholds the worlds financial system to shape investment instruments that most suitably serve our clients. By rigorously applying our best ideas around capital preservation while in creative pursuit of Alpha it is our mission to generate stable returns despite an uncertain future.
About the funds
Engelberg Global Fund
Offshore
The Engelberg Global Fund investment management strategy is achieved through continuous implementation of balance and diversification between and within asset classes. Relatively tight investment restriction bands ensure maximum exposure to a wide range of assets aiming to provide the best capital preservation and risk adjusted return strategy for investors. This cell is ideally suited to investors with a medium risk tolerance and an investment horizon of three years or longer.
View Fund Fact Sheets →
The fund is uniquely situated to provide a balanced portfolio of global assets specifically aimed at the South African retail clients looking to improve diversification or increase international exposure.
Fund Objectives
- Long term capital preservation
- Medium Risk Profile
- 3 year time horizon
- Benchmark USD Inflation with a healthy Alpha.
Engelberg BCI Global Feeder Fund
local
The portfolio will apart from assets in liquid form, invest solely in the participatory interests of the Engelberg Global Fund IC Limited, a cell incorporated under the Momentum Mutual Fund ICC Limited, domiciled in Guernsey.
View Fund Fact Sheets →
Engelberg BCI Balanced Fund
local
The Fund aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints. The investment manager has complete flexibility to vary the exposure to different asset classes as economic conditions changes. The portfolio’s net equity exposure ranges between 0% and 60% of the portfolio’s net asset value.
View Fund Fact Sheets →