Locally managed share portfolio

This is an investment opportunity for you, should you wish to gain exposure to a concentrated bespoke share portfolio listed on the Johannesburg Stock Exchange. This enables individuals, trusts, and companies to invest cost-effectively in JSE-listed companies and a wide range of exchange-trade funds offering international exposure. Every portfolio is tailored to the investor’s unique profile.

What is a locally managed share portfolio?

A bespoke locally managed share portfolio is an investment account that’s supervised by an expert portfolio manager who will administrate and monitor your assets’ performance on your behalf.

Through this fully managed portfolio, our team will invest for you based on your financial needs and risk appetite to help you reach your investment goals within your proposed timeframe.

In a diversified portfolio, your risk will be spread across the allocated assets, sectors and geographical areas, potentially minimising the impact of negative market conditions.

Locally managed Share Portfolio

This is an investment opportunity for you, should you wish to gain exposure to a concentrated bespoke share portfolio listed on the Johannesburg Stock Exchange. This enables individuals, trusts, and companies to invest cost-effectively in JSE-listed companies and a wide range of exchange-trade funds offering international exposure. Every portfolio is tailored to the investor’s unique profile.

What is a bespoke local share portfolio?

A bespoke locally managed share portfolio is an investment account that’s supervised by an expert portfolio manager who will administrate and monitor your assets’ performance on your behalf.

Through this fully managed portfolio, our team will invest for you based on your financial needs and risk appetite to help you reach your investment goals within your proposed timeframe.

In a diversified portfolio, your risk will be spread across the allocated assets, sectors and geographical areas, potentially minimising the impact of negative market conditions.

VEGA is licensed to invest in

Building an optimized and diversified investment portfolio

At VEGA, we construct bespoke investment portfolios that strike an ideal balance between risk and return. By incorporating various asset classes, our team crafts diversified portfolios designed to weather market fluctuations while maximizing growth potential. Our disciplined, research-driven approach ensures that every portfolio aligns with our clients’ goals and risk tolerance.

  • Strategic asset allocation: We carefully allocate investments across asset classes—such as listed equities, fixed income, ETFs and alternatives—based on our clients’ financial goals and market outlook, balancing long-term growth with risk mitigation.

  • Dynamic risk management: Through regular reviews and adjustments, we actively manage risk levels in portfolios, adapting to changing economic conditions to optimize returns and preserve capital.

  • Personalized investment solutions: Our team creates tailored portfolios that reflect individual preferences and objectives, ensuring each client benefits from a truly personalized and comprehensive investment approach.

Listed equities
Shares of publicly traded companies that are bought and sold on stock exchanges. Investors can gain from price appreciation and dividends.
Listed bonds
Debt securities issued by corporations or governments, traded on public exchanges, offering fixed interest payments and capital protection upon maturity.
ETFs
Investment funds that track the performance of a specific index, commodity, or sector, allowing for diversified exposure, and traded like stocks on an exchange.
Structured products
customized financial instruments that combine derivatives with traditional assets like stocks or bonds, designed to meet specific risk-return objectives..
Money market funds
Low-risk mutual funds that invest in short-term, high-quality debt instruments, like treasury bills and commercial paper, providing liquidity and capital preservation with modest returns.
Listed equities
Shares of publicly traded companies that are bought and sold on stock exchanges. Investors can gain from price appreciation and dividends.
Listed bonds
Debt securities issued by corporations or governments, traded on public exchanges, offering fixed interest payments and capital protection upon maturity.
ETFs
Investment funds that track the performance of a specific index, commodity, or sector, allowing for diversified exposure, and traded like stocks on an exchange.
Structured products
customized financial instruments that combine derivatives with traditional assets like stocks or bonds, designed to meet specific risk-return objectives..
Money market funds
Low-risk mutual funds that invest in short-term, high-quality debt instruments, like treasury bills and commercial paper, providing liquidity and capital preservation with modest returns.

  • Strategic asset allocation: We carefully allocate investments across asset classes—such as listed equities, fixed income, ETFs and alternatives—based on our clients’ financial goals and market outlook, balancing long-term growth with risk mitigation.

  • Dynamic risk management: Through regular reviews and adjustments, we actively manage risk levels in portfolios, adapting to changing economic conditions to optimize returns and preserve capital.

  • Personalized investment solutions: Our team creates tailored portfolios that reflect individual preferences and objectives, ensuring each client benefits from a truly personalized and comprehensive investment approach.

Our service level agreement with Standard Bank Group Securities

VEGA facilitates opening accounts for our clients at Standard Bank Group Securities. While Standard Bank is responsible for settling funds, VEGA provides comprehensive portfolio management services.

This setup allows our clients to enjoy the best of both worlds: the security and stability of a bespoke investment account combined with VEGA’s personalized investment management expertise. Through this seamless collaboration, clients benefit from a wide product range and competitive pricing. Clients will have access to powerful trading and investing tools and a variety of free educational resources.

34 VEGA BANK CLIENT

With the Standard Bank Online Share Trading Platform, VEGA has the capability to actively manage all all our clients’ accounts. We focus on providing top-tier portfolio management, ensuring that investments are tailored to meet individual financial goals and risk profiles. It’s important to note that while VEGA manages these portfolios, we do not have direct access to clients’ bank accounts. This means that VEGA cannot make any payments from clients’ accounts, further safeguarding your assets.

Leveraging Standard Bank Online Share Trading’s platform to manage our clients’ investment portfolios efficiently. This collaboration with Standard Bank ensures that our clients benefit from the renowned safety and reliability of a trusted JSE member, while also gaining access to VEGA’s expert investment management services.

Through our agreement with Standard Bank Group Securities, VEGA is committed to delivering  financial services while maintaining the highest standards of security and confidentiality for our clients.

The Standard Bank Online Share Trading Platform provides a world of opportunities, rounded up by their highly intuitive platform, ever-flowing educational material, and a Customer Care team dedicated to accompanying you every step of the way.

Is a bespoke locally managed share portfolio right for you?

Whether a bespoke share portfolio is for you requires you to think about your risk profile, investment preferences and financial objectives:

Simplified investing with flexible involvement

Enjoy the ease of setting up and managing your local portfolio at your own pace. You can choose your level of engagement—whether it’s hands-on or occasional check-ins—while our experts are available to assist and optimize your investments whenever needed.

World-class asset management

A fundamental part of our clients’ future returns is dependent on a growing dividend stream that is paid to them. Over time, this can be used to draw down on, or, if not drawn out, compound.

Tailored portfolio to suit your needs

Your bespoke local share portfolio is custom-designed to align with your unique risk profile and financial objectives, helping you achieve long-term goals through diversified, personalized investments.

Enhanced asset control

Maintain direct access and oversight of the assets within your portfolio. You retain the flexibility to adjust your asset allocation whenever necessary, giving you complete control over your investment strategy.

Accessible and cost-efficient

Whether you’re just starting out or managing a large investment, our range of investment solutions offers a cost-effective solution, ensuring your money works harder for you without the burden of excessive fees.

Research-driven investment strategies

Every investment decision is supported by comprehensive research and deep market expertise. Our team combines in-depth analysis of global companies with insights from top-tier research providers, ensuring your portfolio is built on sound fundamentals.

What sets us apart?

Personalized, client-centric service

Personalized, client-centric service

We recognize that your financial goals are unique, which is why we provide a tailored bespoke investment solution that’s designed specifically around you. Our bespoke portfolios consider your individual objectives, family needs and life stage, ensuring your investments align with both your present and future aspirations.

Proven performance and expertise

Proven performance and expertise

We leverage best-in-class investment strategies backed by a strong track record of delivering consistent results. Our expertise and disciplined approach ensure that your local share portfolio is managed with precision and a focus on long-term success.

Unmatched investment expertise

Unmatched investment expertise

Gain direct access to our team of seasoned portfolio managers and research specialists. Our in-depth market knowledge and research capabilities ensure that your investments are guided by excellence and strategic insight, tailored to maximize opportunities in global markets.

Confidence and security

Confidence and security

Rest assured that your wealth is managed by trusted, experienced professionals. Our dedicated team provides you with peace of mind, knowing that your local share portfolio is handled with the utmost care, expertise and integrity.

To discuss your investments & wealth management requirements, or know about our services.

Get in touch with usGet in touch with us