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OUR PHILOSOPHY
To provide consistent positive portfolio returns over the long term.
GENERAL
Graaffs Trust's investment team assesses each portfolio individually - ensuring that the investment focus supports the requirements of the client or trust. Portfolios are structured taking into account the needs and objectives of each client or trust, ensuring that an adequate spread of risk and return is applied.
The experienced investment team regularly meet to discuss developments in global and local markets and changes in trends. Our long term view has always been conservative, with the equity investments biased towards "old economy" and blue chip stocks. Access is available to research from respected brokers and the team attends company presentations to ensure up-to-date information is received and acted upon.
We invest in gilts and money market instruments and have access to off-shore investments and non-listed investments, together with unit trusts.
Please CONTACT one of our staff members for more information.
Graaffs Trust Limited is an authorised financial services and credit provider.