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Autus Private Clients / Autus Fund Managers

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Autus Private Clients / Autus Fund Managers

Mission statement:

To develop, grow and ensure the long-term success of Autus and all its stakeholders by:
Providing clients with bespoke professional independent financial planning and advice that is considered best practice globally.
Professionally managing a suite of investment products that produces consistent top quartile investment returns over the medium to long-term.
Attracting and maintaining a highly skilled and qualified professional team within an empowering and rewarding environment.
Undertaking all aspects and functions of the company within an ethical and values-based framework.

Overview:

Through Autus Fund Managers, we offer investors a suite of eight FSB-approved and regulated unit trusts that meets the need for capital preservation, capital growth and income provision. Through a focussed investment philosophy and process, our skilled investment team continues to create consistent long-term investment returns for our clients.

We follow an investment philosophy aimed at creating consistent long-term value for our investors. Our committed team of investment professionals works within an investment process to identify assets that will provide above-average risk-adjusted returns over the medium to long term.

The composition of the eight FSB-regulated funds managed by Autus Fund Managers is profiled to meet the individual’s need for capital growth, capital preservation and income. They are available on the platforms of the following Linked Investment Service Providers (LISPs): AIMS, Allan Gray, Investec, Galaxy, Glacier, Momentum Wealth and Old Mutual Wealth.

Our funds are administered by BCI Collective Investments and fully comply with the South African legal framework, as well as the rules of the FSB. Most of our investors access our funds through the intermediation of their preferred financial advisor, which is the recommended route. However, investors may also invest by contacting us directly.

Vision:

To create long-term financial wealth through the provision of tailored independent financial and investment solutions.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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