At Austen Morris Associates, we believe in empowering our clients with access to the world’s leading investment insights and solutions. That’s why we’ve partnered with Morningstar to create ‘CITRINE’. This is an investment range tailored for South African investors who are looking to grow and protect their wealth, both locally and globally.
Why a Global Perspective Matters
South Africa accounts for less than 1% of the global investable universe. While our economy is resilient, we are not immune to the ripple effects of global events and decisions made far beyond our borders. Through CITRINE, and in partnership with Morningstar, we ensure our clients benefit from global macro insights and portfolio construction strategies that reflect a truly international viewpoint applied with local expertise.
Built for Stability, Designed for Growth
The CITRINE SA range features five carefully constructed portfolios that span the full risk–return spectrum. From a steady income-focused option to a high-growth equity portfolio, each one is built to align with your personal investment goals and risk appetite.
Income Portfolio – Blending income managers for reliable returns
Cautious (CPI +2%)
Moderate (CPI +4%)
Balanced (CPI +6%)
Flexible Equity Portfolio – Aiming for long-term capital appreciation
Whether you’re investing for income, capital growth, or a combination of both, there’s a CITRINE SA portfolio for you.
Powered by Morningstar
Morningstar is one of the world’s most respected investment research firms, managing and overseeing over $310 billion in assets globally. Their expertise in independent portfolio construction and manager selection ensures that each CITRINE portfolio is diversified, risk-conscious, and positioned for consistent long-term performance.
Your Wealth, Thoughtfully Managed
We named this investment range after the CITRINE Gemstone, known as “The Merchant’s Stone”—a symbol of wealth, abundance, and prosperity. This name reflects our mission: to help you acquire, maintain, and grow your wealth with intention and care.
Ready to Explore the CITRINE SA Range?
Speak to your Austen Morris Associates consultant today to find out which CITRINE portfolio best suits your financial goals. We’ll help you make confident investment decisions with access to global insight and a local partner you can trust.