Fund Management

Cardinal Fund Management

The Cardinal Fund Management division is tailored to offer fund management services relevant to the underserved communities in South Africa by offering safe, stable, low-risk index tracking investment opportunities.

Investment strategy: We invest through index funds, in particular through passive exchange-traded funds (ETF), to realize performance that mirrors those of benchmarks, assuring stability and predictable relative returns;

Investment goals: Attain steady growth, simultaneously fending off existential risks, and maintain a disciplined approach to investing.

Reach: Provide balance by diversifying across the entire market segment, including foreign capital markets.

Investor Profile: Cardinal Fund Management pillars emphasise real-time liquidity, transparency, and variety and therefore suit investors – of whatever stripe – who seek stable returns over medium to long term with insignificant risk for capital destruction.

Pooled Investments Portfolio

  • Pooled funds are funds in a portfolio from many individual investors that are aggregated for the purposes of investment.
  • This investment portfolio is created to serve investment clubs, community stakeholders, indigenous business entities and saving groups – taxi associations, churches, stokvels and township chambers amongst others.
  • In addition, the Pooled Investment Portfolio serves as investment vehicle for Cardinal equity owners, SMMEs (as individual clients) and emerging high net worth individuals
  • It splits between domestic and international listed ETFs.
  • Cardinal Pooled Investments Portfolio team does not do individual stock picking; instead, we buy into passive Exchange Traded Funds (ETF) on behalf of target clients – owing to cost, experience, and desirable performance.
  • Pooled Investments Portfolio is a precursor to the creation of active in-house index tracking funds.

Partnership with Sygnia Limited

Cardinal Fund Managers have signed an agency agreement with Sygnia Limited, through which Cardinal serves as financial advisor and provided access for our clients in respect of the stock exchange ETF products.

Partnership with Sygnia Limited provides our clients with immediate access to the JSE and other international stock markets. Now anyone can invest in the stock market – be it institutional investors, SMMEs, emerging companies, teachers, nurses, entrepreneurs, high-net individuals; indeed, everyone! With this partnership, Cardinal Fund Managers is able to tailor to our client’s needs and provide our clients with investment options that deliver results. Our strategy positioning on ETF keeps investment service fees very low, whilst delivering investment value to our clients.