Overberg Asset Management specialises in the management of individual portfolios, tailored to the investment objectives of each client.
Overberg Asset Management specialises in the management of private share portfolios, tailored to the investment objectives of each client.
We offer a range of private share portfolio options, and can help you select the best combination to suit your needs. Overberg has a proven track record in global and domestic South African markets across a range of asset classes. At the cutting edge of investing, we ensure that clients capitalise on exciting investment opportunities.
Private clients and trustees will benefit from a discreet and loyal service founded on an understanding of their investment needs. They can look forward to a long-term relationship built on consistent performance.
Overberg is a registered investment manager, licensed and regulated by the Financial Services Board of South Africa as a Category 2 financial services provider in terms of the Financial Advisory and Intermediary Services Act (License no. 783).
Overberg Asset Management (Pty) Ltd was established in 2001 and licensed in May 2002 by the Financial Services Board of South Africa as a Category 2 financial services provider, license no. 783.
Nick Downing, the founder, director and main shareholder of Overberg has been involved in international investment banking and asset management since 1986 with a well-established track record in managing institutional, retail and private client funds.
Overberg has a proven track record in managing private share portfolios across global and domestic South African markets and a range of asset classes.
The company has offices situated in Johannesburg, Pretoria, Nelspruit, Winelands, Hermanus and Greyton.
Online portfolio access
Your portfolio will be held in safe custody with Investec Securities, Standard Bank Group Securities, or Nedbank Private Wealth Stockbrokers in South Africa, and Charles Stanley Stockbrokers in the United Kingdom. Secure internet access will enable you to view daily-updated valuations of your portfolio, as well as the entire history of your transactions.
A full tax summary
Prepared in line with the SA Tax Year will be provided in respect of your local and global portfolio. This can be included in your annual tax return.
Each individual portfolio is designed to match your exact needs and expectations. We have monitored the performance of our first clients as shown in accompanying performance fact-sheets. These fit into the following broad categories:
• Local Growth: Conservative South African diversified growth portfolio, using medium risk strategy with consistent annual returns and moderate volatility.
• Local Income: Conservative South African diversified income portfolio, using low risk strategy with consistent annual returns and low volatility.
• Local Cash Management: Actively managed cash management portfolio, designed to achieve tax efficient and superior income yield with minimal risk.
• Global Growth: Conservative globally diversified growth portfolio, using medium risk strategy with consistent annual returns and moderate volatility.
• Global Income: Conservative globally diversified income portfolio, using low risk strategy with consistent annual returns and low volatility.
• Self Invested Pension Plan: Conservative globally diversified growth portfolio for UK Self Invested Pension Plans, using low risk strategy with consistent annual returns and low volatility.
Your portfolio can be modelled on one of these or adjusted in terms of growth profile, income generation and exposure to any specified industrial sector or asset class.
We normally manage portfolios on a fully discretionary basis but will act on your instruction if this is your preference.
