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Strategies

Actively managed. Growth-led.

Two growth & innovation strategies, South African and global equity, available through segregated discretionary mandates and EasyEquities bundles, alongside Liability Driven Investment solutions for institutions, the EPF Sustainable Social Impact Fund and corporate finance advisory.

  1. 01 Strategy

    Global Growth & Innovation

    A global, actively managed growth and quality strategy investing in companies with a structural, long-term earnings growth outlook.

  2. 02 Strategy

    SA Growth & Innovation

    An actively managed growth and quality strategy investing in South African companies with a structural, long-term earnings growth outlook.

  3. 03 Institutional

    Liability Driven Investment

    Liability Driven Investment (LDI) solutions for institutional clients such as retirement funds, designed to match assets to the liabilities they must meet.

  4. 04 Impact

    EPF Sustainable Social Impact Fund

    The EPF Sustainable Social Impact Fund (SSIF) is an impact fund focused on enterprise development: building sustainable small businesses that create jobs, develop skills and grow local economies. Effectus is the fund manager.

  5. 05 Mandate

    Segregated discretionary mandates

    Institutional clients can access our SA and global growth & innovation strategies through a segregated discretionary mandate, managed under our Category II FSP licence.

  6. 06 Platform

    EasyEquities bundles

    Self-directed investors can buy into Effectus-managed bundles on the EasyEquities platform, which Effectus first launched in 2020.

  7. 07 Advisory

    Corporate finance advisory: debt raising and structuring

    Project-based support for institutions arranging and structuring debt finance. Effectus does not underwrite or provide the finance.

Effectus Capital Management (Pty) Ltd is an FSCA-authorised Category II discretionary FSP (FSP 50016). It does not hold an advice licence and nothing on this site is advice. Where a product is issued, administered or managed by a third party (such as EasyEquities), that party’s documents govern it. Product documents are available on request.