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The transparency of structured products’ risk-return profiles and fees

When recommending structured products, advisors need to ensure risk and return profiles are suitable for investors. Full disclosure also requires transparency about the costs of investing.

What risks and potential rewards need to be evaluated in structured...

In evaluating structured products, all the risk factors need to be balanced against the benefits to ensure that the risks don’t undermine the benefits.

What key factors should institutional investors consider?

The role of structured products in institutional investments is growing, but these investors need to consider all the usual risks and benefits including liquidity and compliance with regulations such as Regulation 28 of the Pension Funds Act.

How do SPs fit into the South African investment landscape?

Structured products are gaining traction in South Africa, complementing traditional asset classes through more customised risk management amid technological and regulatory change.

The 2026 guide to structured products in South Africa

Exclusive: The 2026 Structured Products Guide is now available as an eBook. This guide features a range of highly informative introductory articles about structured products in South Africa and provide profiles of leading companies offering structured products in South Africa.

AIP Capital Management

AIP Capital Management was founded in August 2017. The company has an AUM of R920-million, with 30 clients on their books.

Visio Fund Management

Visio Fund Management is based primarily in Johannesburg and Cape Town, South Africa, and also has a research presence in the USA, Israel and Australia.

Terebinth Capital

Founded in 2013, Terebinth Capital is a research-focused, client-centric money manager that is located in Bellville, Cape Town.

SouthernCross Capital

SouthernCross Capital is 100% owner-managed and has an AUM of R450-million, broken down into R350-million hedge fund and long-only R100-million.

Senqu Capital

Launched in 2016, Senqu Capital is an independent investment manager based in Johannesburg and founded by Stephen Carew and Andrew Crawford, both formerly of Capricorn Fund Managers.
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