Custodian DFM Personal Share Portfolios

Global & Local Share Portfolios

Personal Share Portfolios

The DFM Global Active Top 25 Equity Portfolio provides direct offshore exposure to some of the world's largest and most well-known companies.
The portfolio is constructed using a curated universe of large-cap, quality-biased, blue-chip companies. The selected companies are distinguished by proven consistency, strong performance, and established leadership.
This strategy combines disciplined portfolio management with the expertise of top managers, creating a high-quality offshore equity portfolio that delivers steady, long-term growth.
By investing directly in shares, clients benefit from reduced layers of fees while accessing the research and skill of leading global managers.

The DFM Global Passive Balanced ETF Portfolio is a low-cost, diversified solution designed for investors seeking balanced exposure to international markets.
Decades of investment experience have shown that asset allocation is the primary driver of long-term investment performance.
To mitigate selection risk, we construct the portfolio's core around strategic asset allocation, using low-cost passive instruments such as ETFs and index funds. This approach provides broad market coverage while avoiding the risks associated with active stock selection.
As a result, the portfolio serves as a reliable core holding in a client's portfolio, supporting long-term, diversified growth.

The DFM Local Active Top 25 Equity Portfolio offers direct exposure to leading South African shares listed on the Johannesburg Stock Exchange (JSE).
The portfolio selects seasoned local fund managers with a proven track record of consistency and strong performance. The focus is on large, well-established companies with strong leadership.
This strategy combines disciplined portfolio management with the expertise of top managers, creating a high-quality local equity portfolio that delivers steady, long-term growth.
By investing directly in shares, clients benefit from reduced layers of fees while accessing the research and skill of leading local managers.

Combines any of the portfolios.
Optionally, add a few favourite shares with a non-managed account for extra flexibility.

Add a few of your favourite shares to the mix with a non-managed account.

PLATFORM AVAILABILITY

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