Sterling Investments

Sterling Invest Share Portfolios

Share portfolios are for investors that want to directly own a portfolio of shares listed on the stock market, carefully tailored, taking their personal objectives and preferences into account. In collaboration with our world-class stockbroker and platform provider, DMA (www.dma.co.za), Sterling Invest offers both local and offshore share portfolios on a managed or non-managed basis. Through our institutional-level relationship with DMA, we get access to market-leading, low brokerage fees.

Our stockbroker (DMA) gives investors the flexibility to hold listed shares, ETF’s and unit trusts within their share portfolios, a truly global and unconstrained investment universe. We are also recognized discretionary investment managers on the Sanlam Glacier and Old Mutual International platforms. This enables our investors to establish share portfolios within tax-efficient structures like endowments, retirement annuities and living annuities.

  • Why Share Portfolios?
  • Services & Fees
  • Share Portfolio Investment Structures

We often get asked why an investor should consider setting up a share portfolio to invest into shares when they could just invest via a unit trust fund or ETF’s to get market exposure. Below we list a few compelling advantages of a share portfolio over a unit trust fund or ETF: