funds portal for independent financial advisors
 

INDEPENDENT FINANCIAL ADVISORS TRADING PLATFORM!!

Intervest.co.za, a collective investment trust trading platform for Independent Financial Advisors (IFAs)

IFAs will now be able to take advantage of the real time client portfolio valuation, access to the widest range of collective investments, transparency and above all the convenience of one-stop client investment administration.

Please contact us for more detail or to arrange a visit from one of our consultants on 0860 22 33 33 or via direct@intervest.co.za
More Details Here...

Intervest.co.za offers Independent Financial Advisors full capability to manage their clients' investments across a wide range of unit trusts. It is the only facility in South Africa that provides true straight-through processing and real-time online transactional capability.

Contact our Professional Services Centre on 0860 22 33 33 or via email direct@intervest.co.za

Our broker consultants are:
Cobus du Plessis (Gauteng) 082 750 1739 email - cobus@intervest.co.za
Lizelle van Loggerenberg (Gauteng) 079 508 2195 email - lizelle@intervest.co.za
Wihan van Huyssteen (Cape Town) 082 847 9314 - wihan@intervest.co.za

Fund Performances6 months
1. Nedgroup Investments Financials Fund (A)16.3%
2. Prudential Enhanced SA Property Tracker Fund16.2%
3. RMB Financial Services Fund16.2%
4. Metropolitan Property Income Portfolio16.1%
5. Investec Property Equity Fund15.5%

Fund Focus

New Funds
Intervest Flexible Fund of Funds
Intervest Prudential Fund of Funds
MIPLAN IP Protected Equity Fund
Absa Managed Fund (A)
Flagship IP Prudential Variable Fund
Efficient Inflation Plus 2 Fund of Funds
27four Active Equity Fund A1
JSE Indices
Mining Index 32082 -.78% 07/30 17:00
Top 40 25225 -.73% 07/30 17:00
All Share 28355 -.68% 07/30 17:00
Industrial 25 23152 -.31% 07/30 17:00
Financial and Ind. 30 27028 -.60% 07/30 17:00
Data provided by: Sharenet

Unit Trust News
Post-World Cup, SA urgently needs structural reforms to raise the long-term growth rate
Only four asset-allocation funds out-performed cash over the last three years: Alphen
Make your plans for a low-return world: Old Mutual
Some investment perspective on the first six months of 2010 from Absa
Still sliding consumer inflation, stress tests and interest rates ….
EFS launches trading platform for independent financial advisors
All Articles | Newsletters

Docs and Fund Manager Reports
Absa's Asset Allocation range of choices (467kb)pdf
Sanlam Investment Managers Global (350kb)pdf
How much should you invest offshore? (An article by Prof Dave Bradfield of Cadiz that is well worth reading) (299kb)pdf
Contego: Don't miss the party as the economy slowly recovers! (125kb)pdf
Consumer inflation lower at 4.2%: Analysis from Cadiz (253kb)doc
To download report, right-click and 'Save Target As..'

The Intervest
Money Market Portfolio
gives you high interest rates at low risk. NO initial fees, and NO term constraints. To find out more, give us a call on 0860 22 33 33 or Open An Account.

Intervest Managed Portfolios
Money Market Portfolio7.9%
12mths to 01Jul10 including distributions

Seed Investments Managed Portfolios
Conservative Portfolio12.0%
Multi Asset Class Portfolio12.7%
High Growth Portfolio15.0%
12mths to 01Jul10 including distributions
Intervest.co.za is a division of EFS Investment Solutions(Pty)Ltd, licensed as a financial services provider by the Financial Services Board of South Africa. Contact us by email at direct@intervest.co.za or phone 0860 22 33 33.

© 1999-2009 EFS Investment Solutions (Pty) Ltd.