Financial Services Group
Financial advisers and individual investors across the country continue to invest in our unit trusts, income solutions and protected equity investments because of our award-winning performance and client-centric approach.
This year, Cadiz Asset Management was acknowledged by Morningstar as "The Best Specialist Fund House in South Africa". We also received fund specific awards for a number of our funds and the POA Imbasa Yegolide award, for our socially responsible investment expertise ("The Best SRI Manager in South Africa").
Not sure about your choices? Match your needs to our investment products. We suggest you seek professional independent financial advice if you are unsure about which of our investments is most appropriate for your needs.
Do you have the stomach for shorter-term ups and downs in the value of your investment or are you happy to trade potential returns for a smoother ride?
Our unit trust funds reflect Cadiz Asset Management's unique strengths in quantitative methods and risk management, and its fundamental value investment philosophy.
Sometimes investment choices are confusing. We understand this, which is why we have provided a very basic comparison tool for you to use to compare our products according to key criteria. This tool cannot take the place of personal financial advice - but it will help you navigate our range of investments.
If you are ready to invest with us, please follow these three steps.
The life products we offer are ideally suited for investors with a minimum investment period of five years who wish to take advantage of the tax benefits of a life wrapper. A number of our products provide investors with capital protection at maturity and offer various levels of local and international exposure to both traditional and non traditional asset classes.
A major attraction of our structured investments is the ability to provide capital protection. Many investors wish to generate capital growth, but also want to lock in gains and reduce their risk of losing money.
We invest in building relationships with financial advisers because most investors benefit from having a professional adviser when it comes to their money decisions.
Please get in touch with one of our regional investment consultants if you are a financial adviser and would like more information about our investments or would like to do business with us.
We aim to free up your time so that you may focus on providing financial advice. For this reason, we strive to continually improve the efficiency of our administrative and client service support.
We seek to cultivate relationships with patient investors and offer them investment excellence and the highest level of professional delivery.
Compare the performance, facts and fees of any three investments.
View our range of award-winning unit trusts
Our investment products matched to your needs.
Our investments rated by risk.
Click here to view our recent awards.
Download the latest Unit Trust Income Distributions Update.
Download the Cadiz Unit Trust Abridged Annual Report.