TBI offers alternative solutions uncorrelated to conventional investment. Our core expertise is asset management with an income generative and conservative to cautious fund focus.  “Retailising” alternative assets not usually attainable to retail investors.

• Recognising the need for improved after-tax return on discretionary cash TBI, in partnership with Sanlam, offer tax efficient alternatives.
• The Sanlam Alternative Income Fund (SAIF) and Sanlam Diversified Income Fund of Funds (SDIFOF) are designed to provide suitable investors with enhanced after-tax performance over traditional cash funds, without compromising on risk or liquidity.
• The funds achieve this by producing mainly dividend (and in the case of SDIFOF, dividend and capital growth) returns, which is significantly more tax efficient than interest.
• As a domestic Fund of Funds manager, TBI faced challenges in achieving a meaningful diversity of our investments into international rated investment grade credits without taking currency risk. The team solved this through the establishment of the TBI Global Multi-Asset Income Fund, an Irish UCITS under Prescient ICAV, providing global exposure via the option of either USD or ZAR Hedge classes.
• The TBI Global Multi-Asset Income Fund is an Absolute Return fund, applying an income focused investment style whilst targeting a cautious risk profile.
• Diversifying into global high-quality credit and aiming to preserve investor capital.