PLEXUS WEALTH FUNDS

Plexus Wealth manages a range of funds to suit our clients’ investment and income needs:

  • Plexus Wealth BCI Property Fund
    Objective: to provide a high income stream and long-term capital appreciation
    Download the fund fact sheet
  • Plexus Wealth BCI Flexible Property Income Fund
    Objective: high income through investing predominantly in listed property securities and other high yielding securities.
    Download the fund fact sheet

Read our latest monthly portfolio report

Investment philosophy

Our investment philosophy is influenced by the thinking of economist and professional investor Benjamin Graham, who wrote in Security Analysis (1934):

“The prime purpose of a business corporation is to pay dividends to its owners. A successful company is one which can pay dividends regularly and presumably increase the rate as time goes on.”

Several studies show that securities that pay regular and consistent dividends, with inflation-linked growth, deliver excellent long-term real returns. So, the securities and asset classes in which we invest are selected for their transparent and predictable cash flows, and the ability to grow those cash flows in excess of the South African consumer inflation rate.

We focus on maximising the long-term sources of return, namely income yield and income growth. By focusing on this strategy within the different asset classes, we have the potential to deliver excess returns.

Contact us to speak to a financial planner.