As an independent discretionary fund manager (DFM), we enable you to do what really matters – spending more time with your clients and building your business. Our unique advice-led model portfolios are designed to be efficient and optimised through market cycles, so your clients stay invested and achieve their investment goals. Because partnering with you to enable your advice outcomes, is our business.
Fund Category
Regions and markets


Equilibrium Global Cautious Portfolio

Multi-asset low equity


Fact Sheet

Equilibrium Conservative Portfolio

Multi-Asset low equity

South Africa

Fact Sheet


Equilibrium Quarterly Bulletin