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Our Investment
Solutions

Purpose-Built.
Advice-Led.

At WealthStrat, we provide a range of expertly managed investment strategies designed to meet your unique financial goals. Whether you’re building long-term wealth, preserving capital, or seeking global growth opportunities, our product offering gives you access to carefully constructed portfolios tailored to deliver results.

Direct Share Portfolio

Our share portfolios are built on sound investment principles, with a focus on high-quality companies and disciplined risk management. These portfolios are ideal for investors seeking transparency, control, and long-term growth through direct equity exposure.

Unit Trusts – Domestic & Global

WealthStrat offers a curated selection of unit trusts designed to provide efficient access to both South African and international markets. Our local unit trusts are tailored to meet the needs of Rand-based investors, while our global unit trusts are USD-denominated UCITS funds, managed out of Ireland and offering exposure to high-quality international opportunities.

Across both domestic and global offerings, we place strong emphasis on selecting fund managers who are proven custodians of capital – those who demonstrate repeatable, consistent investment processes and a disciplined approach to portfolio construction.

We leverage our scale and industry relationships to negotiate favourable fees, ensuring that more of your investment returns stay where they belong – with you.