Investment Management is a key sub-component of the holistic integrated Wealth Management process offered to clients at Cordatus, this capability is also offered in isolation. The investment process which we follow is robust, repeatable, reliable and relevant. Cordatus has been directing investment portfolios using this methodology since 2005 with positive results achieved across our client base testament to the effectiveness of the process.
Cordatus Fund Offering
Cordatus offers three collective investment schemes (CIS) for inclusion within the broader wealth management process (as appropriate) or as stand-alone options for investors with specific objectives.
These three funds are available to Cordatus clients in isolation or in combination with other approved fund managers. A Cordatus Wealth Manager is required to ascertain the suitability for each investor, before proceeding with investing in one or multiples of these funds.
Cordatus Balanced Prescient Fund
The Cordatus Balanced Prescient Fund is suitable for investors with a moderate risk profile that aligns with your capacity to take on risk, tolerance as to volatility and return requirement in line with your wealth objectives.
Further, this fund is suitable for those investors seeking a diversified portfolio of assets that balances income provision with capital growth.
The Fund is aligned with investors who have a medium-term investment horizon (longer than 3 years) and elect to have geographic, asset class, specific stock and external fund manager selections made on their behalf.
Cordatus Worldwide Flexible Prescient Fund
Further, this Fund is suitable for those investors seeking a diversified portfolio of shares (predominantly offshore) with a bias towards capital growth.
The Fund is suited to investors with a long-term investment horizon (longer than 5 years) and elect to have geographic, asset class, specific stock selection made on their behalf.
Cordatus Worldwide Flexible Prescient Fund of Funds (FoF)
Further, this FoF is suitable for those investors seeking a diversified solution with a bias towards capital growth over income provision. This FoF makes use of external fund managers to round off the diversification requirements.
The FoF is suited to investors with a medium to longer-term investment horizon (3 – 5 years) and elect to have geographic, asset class, specific stock selection and external fund manager selections made on their behalf.