At Oribi Capital Partners, we understand that each investor has unique goals and risk tolerances. That’s why we’ve partnered with Morningstar Investment Management South Africa, a globally trusted leader in investment research and portfolio management, to together with Oribi actively manage our funds. Together, we deliver a disciplined, transparent, and research-driven approach to help our clients achieve their financial aspirations.
Our partnership with Morningstar combines their proven methodologies, robust global research, and deep local market expertise with our commitment to providing personalized investment solutions. This collaboration ensures our funds are expertly designed, actively monitored by a dedicated investment committee, and aligned with your financial goals.
We design portfolios to stand the test of time, filtering out short-term market noise to focus on sustainable growth.
Every Investment is rigorously analysed using a Combined approach through Morningstar’s Proprietary research and frameworks and utilising the skills and data driven approach of Oribi’s Professional Investment team.
We prioritize low-cost vehicles, including index funds where appropriate, to maximize your returns.
Your success is our success. We treat your investments with the care and diligence we apply to our own.
Objective: To generate income while prioritizing capital preservation.
Risk Profile: Low (Max 10% equities, Regulation 28 compliant).
Target Return: CPI per annum over rolling 3-year periods.
Investment Horizon: 3+ years.
This portfolio is ideal for conservative investors seeking stability and predictable returns.
Objective: To provide income with conservative capital growth.
Risk Profile: Low to moderate (Max 40% equities, Regulation 28 compliant).
Target Return: CPI + 2% per annum over rolling 3-year periods.
Investment Horizon: 3–5 years.
Designed for investors balancing income needs with modest growth aspirations.
Objective: To achieve moderate capital growth while balancing risk.
Risk Profile: Moderate (Max 60% equities, Regulation 28 compliant).
Target Return: CPI + 4% per annum over rolling 5-year periods.
Investment Horizon: 5+ years.
This portfolio suits investors seeking steady growth with a focus on capital protection.
Objective: To deliver long-term capital growth.
Risk Profile: High (Max 75% equities, Regulation 28 compliant).
Target Return: CPI + 5–6% per annum over rolling 7-year periods.
Investment Horizon: 5–7 years.
Ideal for investors comfortable with higher equity exposure for greater potential returns.
Objective: To achieve long-term capital growth through global equity exposure.
Risk Profile: High (100% equities, not Regulation 28 compliant).
Target Return: In line with global equity markets over rolling 7–10 years.
Investment Horizon: 7+ years.
This portfolio is for investors looking to diversify internationally and capitalize on global opportunities.
By leveraging Morningstar’s global expertise and innovative strategies alongside Oribi Capital Partners’ personalized approach, we provide a distinct advantage for our clients. This partnership ensures:
Continuous portfolio adjustments to align with evolving markets.
Access to global insights and proprietary data from over 100 analysts.
Investment strategies tailored to your goals with transparent communication at every step.
Contact us to explore the Oribi Capital Partners fund range and discover investment solutions designed to help you achieve your financial objectives with confidence.
