Our Products

We operate in two market segments, namely retail and wholesale. A significant portion of our funds under management is from the retail market, through unit trusts, which are administered by our partners in the retail market sector - Nedgroup Investments.

Our offering in the wholesale market, to retirement funds, is either through our pooled portfolio - The Abax Equity Fund - or through a separate stand-alone segregated mandate basis.

We currently have limited capacity to consider taking on new segregated client mandates because, as a small team, we think it's imperative to devote more than 90% of our time to investment management activity. The addition of separate mandates is a diversion of this time to administrative and reporting duties. A second reason is that it offers the client no benefit. We manage essentially one mandate at Abax Investments. Regardless of whether you are R500-a-month debit-order investor in one of the unit trust funds, or a R1 billion segregated account holder; your portfolios and fee structures will be very similar. Consequently the return achieved by both investors would be the same within a few basis points.

This is why we believe that our institutional and private clients' interests are best served and protected by investing either into the Abax Equity Fund or the Nedgroup Investments Rainmaker Fund respectively.