PortfolioMetrix, founded in 2010, pioneers the intersection between Institutional-level Asset Management and Discretionary Fund Management (DFM):
We have developed innovative techniques in asset allocation, portfolio construction, and specialised implementation, leading to market-leading investment outcomes. Our precision-engineered portfolios reliably meet expectations.
In the DFM space, we prioritise solutions over products and favour strategic partnerships with advisers and institutional investors, allowing advisers to flexibly customise portfolios on a scalable basis.
Through our proprietary technology, advisers can enhance effectiveness, business efficiency, and client outcomes.
With over sixty-five employees in offices in London, Dublin, Johannesburg, and Cape Town, PortfolioMetrix has quickly expanded internationally and won numerous awards for investment outcomes, best DFM, best technology, best client service, and best risk profiling service.
Awards
Fund Category
Regions and markets
FUNDS
PortfolioMetrix BCI Unconstrained Moderate Fund of Funds
Multi-Asset-Flexible
South Africa
Fact Sheet
PortfolioMetrix BCI Unconstrained Balanced Fund of Funds
Multi-Asset-Flexible
South Africa
Fact Sheet
PortfolioMetrix BCI Unconstrained Assertive Fund of Funds
Multi-Asset-Flexible
South Africa
Fact Sheet
PortfolioMetrix BCI SA Property Fund
Real Estate - General
South Africa
Fact Sheet
PortfolioMetrix BCI SA Equity Fund
Equity General
South Africa
Fact Sheet
PortfolioMetrix BCI SA Bond Fund
Interest Bearing Variable Term
South Africa
Fact Sheet
PortfolioMetrix BCI Moderate Fund of Funds (Reg 28)
Multi-Asset Medium Equity
South Africa
Fact Sheet
PortfolioMetrix BCI Income Fund
Multi-Asset Income
South Africa
Fact Sheet
PortfolioMetrix BCI Global Property Fund of Funds
Real Estate - General
Global
Fact Sheet
PortfolioMetrix BCI Global Equity Fund of Funds
Equity General
Global
Fact Sheet
PortfolioMetrix BCI Global Diversified Feeder Fund
Multi-Asset-Flexible
South Africa
Fact Sheet
PortfolioMetrix BCI Dynamic Income fund
Multi-Asset Income
South Africa
Fact Sheet
PortfolioMetrix BCI Cautious Fund of Funds (Reg28)
Multi-Asset Low Equity
South Africa
Fact Sheet
PortfolioMetrix BCI Balanced Fund of Funds (Reg 28)
Multi-Asset High Equity
South Africa
Fact Sheet
PortfolioMetrix BCI Sustainable World Equity Fund of Funds
Equity General
South Africa
Fact Sheet
PortfolioMetrix Active Income Prescient AMETF
Multi-asset Income
South Africa
Fact Sheet
VIDEOS
Is SA fixed income poised to provide equity-like returns with lower risk
Meet the Managers 2023 – How to generate inflation beating income, with lessons from sports betting
Boutiques on Wednesdays Fixed Income
Bonds for Income and Capital Growth
PMX BCI Dynamic Income fund (Oct 2022)
PMX Oliver Jones: Top 30 Under 30
MEDIA
What on earth is a Discretionary Fund Manager?
A brief note on SA bond valuations and some thoughts going into the local elections.
