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Alternative Investments

Asset Management

Wealth Management

About Wealth Bridge

We as Wealth Bridge believes that the best way to achieve diversity is, by combining both conventional and unconventional alternative investments. The goal is to increase the expected return of a portfolio by adding non correlated investments to a portfolio, resulting in a reduction in the volatility of a portfolio.

We are focused on fair and honest partnerships supported by strong corporate governance to the benefit of all.

Our product provider has a proven track record of exceeding inflation ranks over the medium to long term. These industry experts have decades of experience in their prospective sectors.

Alternative Investments

An investment in alternative assets is an investment in the real economy – the assets are real; the jockeys are real and the numbers are real.

Dynamic Income Fund

Investment Term : 1 Year+

Min R 1,000+
  • The Dynamic Income Fund aims to provide either a consistent, high level of reliable, inflation beating income for investors, or capital preservation and steady capital growth in excess of inflation over time.

Select Growth Portfolio

Investment Term : 5 Years

Min R 100,000+
  • The Select Growth Portfolio is spesifically designed for investors seeking capital growth. The portfolio provides such investors with a predictable growth outcome after a 5 year term.

Select Income Portfolio

Investment Term : 5 Years

Min R 250,000+
  • The Select Income Portfolio is spesifically designed for investors seeking an income. The portfolio provides such investors with a predictable income stream over a 5 year term.

Ultra Portfolio

Investment Term : 7 Years

Min R 100,000+
  • The Ultra Portfolio is spesifically designed for investors seeking exposure to a true “Private Equity” mandate. The portfolio provides such investors with a very high targeted yield over a 5–7 year term.

Our Investment Approach and Strategy

South African investors are continuously faced with the dilemma of becoming less wealthy in real terms. As local inflation continues to rise, and local interest rates remain low.

In the current market environment, there are limited instruments to combat the negative effects of inflation. One option is to invest in equities, although the recent underperformance and volatility of many equity counters renders this a less attractive option.

One of the few alternatives is to consider an investment in one of the world’s fastest-growing alternative asset classes, collateralized and securitized debt and asset rental. When compared to listed bonds, our investment instruments can enhance returns and reduce volatility and sentiment without the need to increase risk. 

Wealth Bridge believes that the best way to achieve diversity is, by combining both conventional and unconventional alternative investments. The goal is to increase the expected return of a portfolio by adding non correlated investments to a portfolio, resulting in a reduction in the volatility of a portfolio.

We are focused on fair and honest partnerships supported by strong corporate governance to the benefit of all.

The Qualifying companies that are invested in have a proven track record of exceeding inflation ranks over the medium to long term. These industry experts have decades of experience in their prospective sectors.

Rouxan Kok

(Alternative investments / Private clients)

Meet The Team

Expert Advisors

We as Wealth Bridge believes that the best way to achieve diversity is, by combining both conventional and unconventional alternative investments. These industry experts have decades of experience in their prospective sectors.

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Assets Under Managament

Frequently Asked Questions

An alternative investment is a financial asset that does not fit into the conventional equity/income/cash categories. Private equity or venture capital, hedge funds, real property, commodities, and tangible assets are all examples of alternative investments.

  • Slow Economic Growth. The unemployment rate, corruption and COVID are major contributing factors in low GDP Growth. Low corporate investment triggered by policy uncertainty, results in less job creation and a slow economy.
  • Alternative assets are not correlated to market volatility due to the lack of market sentiment. Alternative asset performance is based on company performance and not market sentiment due to supply and demand.
  • Due to the diversification of the alternative asset classes the standard deviation is reduced, resulting in lower volatility of the portfolio.
  • Investment risk is mitigated by investing in a minimum of 4 companies in 4 different sectors. This is possible with a Category 2 investment license.

Alternative assets typically refer to investments that fall outside of the traditional asset classes commonly accessed by most investors, such as stocks, bonds, or cash investments.