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

MEDIA