WHAT IS CITRINE SA?
In 2017, Austen Morris Associates entered the South African investing landscape, keenly aware that the environment we were heading in to was already diverse, sophisticated and mature. So, how could we compete? Simple: We did something different. We built something different.
In partnership with global investment management giant Morningstar SA, we embarked on a journey to introduce South African investors to a range of dynamically-managed portfolios, grouping together SA’s best managers, at institutional pricing points, with the goal of having peer-beating investment returns over time – and that is precisely what we did!
WHY CITRINE SA?
95th Percentile over 7 years outperforming 95% of peers
5 UNIQUE PORTFOLIOS
Income Portfolio*
Cautious Portfolio*
CPI +2%
Moderate Portfolio*
CPI +4%
Balanced Portfolio*
CPI +6%
Flexible Portfolio
* Regulation 28
MOVEMENT RANGE OF PORTFOLIOS AGAINST THE SA BENCHMARK
*For illustrative purposes only.
PROVIDING A GLOBAL PERSPECTIVE FOR SOUTH AFRICAN INVESTORS
Taking a global macro view is an imperative. South Africa is an emerging market that represents less than 1% of the investable universe. As such, we are often affected by by events and circumstances far from our shores, and not of our doing. But we still fall victim to the effects. That is why having a global perspective and applying this locally is crucial. Morningstar SA provides this ability on a global stage. Blending “best of breed” managers who follow different investment styles together provides a smoother, more predictable return profile for our clients.
WHO IS MORNINGSTAR SA?
Morningstar Investment Management South Africa (Pty) Ltd is a member of Morningstar’s Investment Management group, a leading provider of discretionary investment management and advisory services.
Guided by seven investment principles, the group is committed to focusing on its mission to design portfolios that help investors reach their financial goals.
The group’s global investment management team works as one to apply a disciplined investment process to its strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research and leading investment techniques.
CITRINE SA – INVESTMENT PHILOSOPHY
Putting Investors First
Independent Portfolio Construction
Specialist Investment Managers
Minimising Costs, Maximising Return Potential
Satisfying Our Client’s Risk & Return Objectives
ACCESS
Our portfolios are exclusively available to Austen Morris Associates Africa clients and accessible on two of South Africa’s premier Asset Management Platforms; Ninety-One and Allan Gray.
