Equilibrium offers discretionary fund management and investment consulting services and solutions to help your clients achieve their investment goals. We enable you to do what really matters. Spending more time with your clients and building your business. Our unique advice-led 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. Equilibrium was established in 2008 and is part of Momentum Group Limited. Equilibrium is all about balance; two sides of the equation. It is about understanding the client’s objective and constructing portfolios to match those objectives. It is about the equilibrium we bring into your client’s investments. One of our key strengths is our understanding of the financial advice process. We are a client-centric business and the flexibility with which we execute our investment skill is one of our most valued traits.
We achieve equilibrium by using our three-step portfolio construction process:
Strategic asset allocation: We blend the right asset classes for optimum risk management. This is the cornerstone of our investment philosophy, as it informs a large part of variation in the returns we expect clients to experience over time.
Style optimisation: We choose the most appropriate investment strategies within each asset class to enable consistent returns in dynamic market conditions.
Mandate selection: We select the best-of-class investment managers or have an optimal mandate designed. We use a variety of subscription and proprietary tools and systems in the modelling as well as portfolio construction process. Our solutions can incorporate passive, active and smart-beta strategies across multiple investment strategies. These can be combinations of local and global asset classes and, depending on the solution, can incorporate local and global currencies. The result is the delivery of a holistic value proposition.
Fund Category
Regions and markets
FUNDS
Equilibrium Unconstrained Fund
Multi-asset flexible
South Africa
Fact Sheet
Equilibrium Stable Portfolio
Multi-asset medium equity
South Africa
Fact Sheet
Equilibrium Moderate Portfolio
Multi-asset medium equity
South Africa
Fact Sheet
Equilibrium Income Portfolio
Multi-asset income
South Africa
Fact Sheet
Equilibrium Growth Portfolio
Multi-asset high equity
South Africa
Fact Sheet
Equilibrium Global Managed Portfolio (ZAR)
Multi-asset medium equity
South Africa
Fact Sheet
Equilibrium Global Managed Portfolio
Multi-asset medium equity
Global
Fact Sheet
Equilibrium Global Growth Portfolio (ZAR)
Equity general
South Africa
Fact Sheet
Equilibrium Global Growth Portfolio
Equity general
Global
Fact Sheet
Equilibrium Global Cautious Portfolio (ZAR)
Multi-asset low equity
South Africa
Fact Sheet
Equilibrium Global Cautious Portfolio
Multi-asset low equity
Global
Fact Sheet
Equilibrium Conservative Portfolio
Multi-asset income
South Africa
Fact Sheet
Equilibrium Balanced Portfolio
Multi-asset high equity
South Africa
Fact Sheet
VIDEOS
Equilibrium | The power of balance
Equilibrium Quarterly Bulletin | 7 August 2024
MEDIA
SA's new Cabinet: Piecing together the government of national unity