36ONE manages a range of both unit trust and hedge fund portfolios. To ensure our focus remains on the management of your investment portfolios, we outsourced the administration of our funds to a reliable third party - Boutique Collective Investments for our rand denominated unit trusts, 36ONE International for our global unit trust and SANNE for our hedge funds. Investments made directly in to one of our funds will be facilitated through the relevant administrator.
An alternative way to invest in our funds is via a Linked Investment Service Provider, otherwise referred to as a LISP platform. A LISP provides ease of access to various unit trust and hedge fund portfolios, including the ability to diversify into various funds in one portfolio. The LISP also provides certain product wrappers which host the underlying fund/s. For example a Retirement Annuity, Living Annuity or Preservation Plan. Please contact your Financial Adviser for more information on these options.
In the table below, we illustrate which LISP platforms the 36ONE unit trusts and hedge funds are available for investing.
Important to note, with regards to the Allan Gray platform, this platform only allows investment in to the relevant 36ONE funds through a registered Financial Adviser.
For more information on accessing our funds or if you would like to discuss having more funds available on a certain platform listed below, please feel free to email us at support@36one.co.za.
LISP PLATFORM | 36ONE BCI EQUITY FUND | 36ONE BCI FLEXIBLE OPPORTUNITY FUND | 36ONE BCI SA EQUITY FUND | 36ONE BCI GLOBAL EQUITY FEEDER FUND | 36ONE SNN RETAIL HEDGE FUND | 36ONE GLOBAL EQUITY FUND PC |
---|---|---|---|---|---|---|
ABSA | ✓ | ✓ | ✓ | ⨉ | ⨉ | ⨉ |
Allan Gray | Request Access | Request Access | ⨉ | ⨉ | Request Access | ⨉ |
Glacier | ✓ | ✓ | ⨉ | ✓ | ⨉ | ⨉ |
Momentum Wealth | ✓ | ✓ | ✓ | ✓ | ✓ | ⨉ |
Momentum Wealth Intl | ⨉ | ⨉ | ⨉ | ⨉ | ⨉ | ✓ |
Ninety One | ✓ | ✓ | ⨉ | ⨉ | ⨉ | ⨉ |
PSG | ✓ | ✓ | ⨉ | ⨉ | ⨉ | ⨉ |
Stanlib | Request Access | ✓ | Request Access | ⨉ | ⨉ | ⨉ |
Sygnia | ✓ | ✓ | ⨉ | ⨉ | ⨉ | ⨉ |
Wealthport | ⨉ | ✓ | ✓ | ⨉ | ⨉ | ⨉ |