WHITE INVESTMENTS
Investments in Umhlali

About us White Investments is an authorised Financial Service Provider that offers comprehensive advisory and discretionary investment management services to individuals and business's. Discretionary services White Investments discretionary service takes the day to day financial decision making process out of the client's hands and into those of a professional investment manager. Advisory services White Investments advisory services aim to provide clients with the level of input and involvement that best suits the clients needs and objectives. Web resources The internet provides us with a rich array of options for all levels of financial curiosity. The offshore portfolio management service is designed to offer a more specialised investment proposition to investors that are looking for alternate solutions to enhance their existing wealth creation plan. The objective of this portfolio strategy is to deliver consistent positive returns through the cycle. The portfolio invests in multiple asset classes (Shares, bonds, listed property, commodities and money markets) and has a large degree of flexibility which we think is integral to being able to deliver consistent returns. This flexibility is one of the main benefits private individuals hold over professional fund managers who often operate under very prescriptive mandates. The portfolio's trading strategy and process are geared towards identifying opportunities and targeting real returns on a risk adjusted basis. The portfolio invest's directly in individual shares based on our own proprietary research. White Investments manages tailor-made solutions where the client prescribes their own risk and return objectives which we incorporate into the investment mandate. For example we can create and manage a portfolio that specifically focuses on income generation. An actively managed strategic asset allocation solution to suit your individual needs. We will identify an appropriate neutral portfolio mix based on individual risk and return objectives, which we will actively rebalance on a quarterly basis thereafter. The underlying investments will be collective investment funds that ensure good diversified exposure to the chosen asset classes in a cost efficient manner. With our extensive experience in the fund management industry we are well placed to research and manage portfolios of Collective Investment Funds for clients on a discretionary basis. This service is an alternative for those who are really not comfortable managing their own investments and therefore opt not to utilise our fee-based advisory service. Please also consider our Asset Allocation Portfolio option as outlined below.