Investment Solutions
At OIG, we understand that each investor has unique financial milestones and requirements. Our funds and portfolios are tailored to meet unique investor goals and are suitable for various time horizons and risk tolerance levels. Our seasoned professionals blend market expertise with a deep understanding of client needs to craft bespoke strategies.
Tailored
Products
We focus on creating products tailored to growing wealth for a prosperous tomorrow.
We are dedicated to delivering consistent, risk-adjusted returns, prioritising our investor’s financial success and wealth creation.
Actively
Managed
We provide actively managed investment solutions.
By staying attuned to evolving macroeconomic dynamics and thematic developments, we aim to benefit from emerging opportunities while managing risks effectively. Our approach integrates thorough research and forward-looking insights to identify key long-term trends shaping markets.
Thematic
Investment
We incorporate thematic investing, at fair value.
We incorporate a targeted thematic strategy at fair value, aiming for sustainable long-term performance. We appreciate that financial markets are often shaped by global macro changes, unfolding exponentially through diverse themes.
Bespoke
Solutions
We craft bespoke solutions
We design tailored investment solutions to meet the diverse needs of our clients. Our exclusive range of unit trusts and model portfolios includes tax-efficient cash products, income-generating portfolios, and Shariah-compliant options. What sets us apart is our strategic allocation to hedge funds, offering unique opportunities for enhanced diversification and potential returns.
Our Offering
Our model portfolios are available through financial advisers and our unit trusts are available on various investment platforms. If you’d like to find out more, get in touch via info@oig-invest.com and we will get right back to you.
At OIG, we offer a range of unit trust funds that are designed to meet various investment goals, providing clients with access to a diversified portfolio of assets managed with the utmost care and compliance.
This structure enables investors to benefit from professional management and diversification while aligning with their specific risk tolerance and financial objectives.
A unit trust is a pooled investment option where multiple investors contribute funds to a common pool, which is then managed by a professional investment team. Each investor holds units in the trust, with the value of their investment tied to the performance of the underlying assets.
Explore our diverse range of unit trust funds tailored to meet your unique goals and risk tolerance.
Our commitment to excellence and expertise ensures that you have access to investment opportunities that align with your financial aspirations.
Optimum BCI Income Fund A
A specialist income generating portfolio with the objective to achieve a high level of sustainable income and stability of capital invested. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.
Low Risk
Optimum BCI Balanced Fund C
The primary objective of the Optimum BCI Balanced Fund is to offer investors a moderate long term total return. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act
Medium Risk
Optimum BCI Stable Fund C
The primary objective of the Optimum BCI Stable Fund is to provide investors with a high level of income and stable capital growth. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.
Med-Low Risk
Optimum BCI Managed Growth Fund C
The primary objective of the Optimum BCI Managed Growth Fund is to offer investors a high long term total return. The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.
Med-High Risk
Optimum BCI Worldwide Flexible Fund of Funds A
The Optimum BCI Worldwide Flexible Fund of Funds is a worldwide flexible portfolio with the objective of providing investors with medium to high long term total returns.
Med-High Risk
Optimum BCI Equity Fund A
The Optimum BCI Equity Fund is a general equity portfolio that seeks to sustain high long-term capital growth. The portfolio’s investment universe consists of equity securities, preference shares, property shares and property related securities listed on exchanges, money market instruments and assets in liquid form.
High Risk
BCI Guernsey Global Growth Feeder Fund A
The BCI Guernsey Global Growth Feeder Fund aims to provide investors with long term capital growth. The portfolio will, apart from assets in liquid form, invest solely in the participatory interests of the Guernsey Global Growth Fund PC, a sub-fund of SA Alpha PCC Limited, domiciled in Guernsey.
High Risk
A model portfolio is a pre-constructed collection of investments designed to meet specific financial goals and risk profiles. It provides investors with a diversified mix of assets, carefully selected and managed by our expert team at OIG.
Each model portfolio is crafted to align with varying investment objectives, whether seeking growth, income, or capital preservation. By investing in a model portfolio, clients benefit from professional management and strategic asset allocation, allowing them to stay focused on their financial goals while ensuring compliance with regulatory and ethical standards.
OIG Ultra Conservative Portfolio
The OIG Ultra Conservative Portfolio’s strategy is to offer investors a low risk and stable long-term total return while allowing for regular withdrawals. The fund will predominantly be invested into interest-bearing investment products, while also making use of up to 10% hedge funds.
Low Risk
OIG Low Equity Return Option
The OIG Low Equity Retirement Option’s strategy is to offer investors a stable long-term total return through a conservative to moderate risk profile. The total equities allocation will be managed between 0-40% of the total portfolio, while also making use of up to 10% hedge funds.
Low-Med Risk
Capital Edge Portfolio
The Capital Edge Portfolio’s strategy is to offer investors a low risk and stable long- term total return while allowing for regular withdrawals. The fund will predominantly be invested into interest-bearing investment products, while also making use of up to 30% hedge funds.
Low-Med Risk
OIG Medium Equity Return Option
The Optimum BCI Worldwide Flexible Fund of Funds is a worldwide flexible portfolio with the objective of providing investors with medium to high long term total returns
Medium Risk
OIG
Alternative Income Provider
The OIG Alternative Income Provider’s strategy is to offer investors a longterm total return while simultaneously making provision for regular withdrawals. The portfolio will make use of a variety of asset classes, including hedge funds to seek the best return outcome.
Medium Risk
OIG High Equity Return Option
The primary objective of the OIG High Equity Retirement Option is to offer investors a high long term total return through a medium to high risk profile. The total Equities allocation will be managed between 60-75% of the total portfolio, while also making use of up to 10% hedge funds.
Med-High Risk
OIG Islamic Balanced Portfolio
The primary objective of the OIG Islamic Balanced Portfolio is to offer investors long term capital growth. All of the underlying funds comply with Shariah (Islamic Law) and the standards prescribed by the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI). The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for the Act.
Med-High Risk
At OIG, we have the necessary scale to create tailored investment solutions to suit your needs. These bespoke solutions provide the same expert asset allocation and manager selection as OIG’s expertly managed portfolios and unit trust funds, alongside the optionality for more oversight. We partner with you to ensure an optimal output for you and your clients.
Some of the bespoke solutions provided:
- Structured Investments: provided access to niche strategies, with protection and guarantee options.
- Corporate Cash Management accounts: an alternative to cash investments with compelling yields, both flexible and fixed term investments.
- Foreign Currency Accounts: facilitating the externalisation of your foreign currency allowance. OIG does not apply for tax clearance or provide tax advice, however, we can facilitate this through our valued partners.
- Offshore structuring: ensuring a tailored solution to meet your offshore requirements.
- Private Equity investments: offering value in areas of the market that is not easily accessible.
To discuss our bespoke solutions, kindly reach out to our team member and/or contact us via info@oig-invest.com and we will be in touch.
