Spartan Ives Wealth

Unleash The Power Of Managed Portfolios

Invest in What You Love and What You Know with a managed portfolio

The opportunities are endless with Spartan Ives Wealth’s managed portfolio, we offer our clients world class portfolio diversification , our specialized portfolios enables our clients interested in a single asset class to get exactly what they want and grow their wealth without worrying about about being left behind with the ever evolving investment landscape.

OUR SPECIALTY FUNDS

Managed Portfolios
Tech Fund

This portfolio gives you an opportunity to invest long term and increase your capital with the advantage of potential above average growth. Our tech fund invests in the tech sector and only focuses on businesses within the technology space,  be it pre ipo, venture capital, private equity, listed stocks, promising companies, we carefully value each company to manage risk and invest in shares, stocks and start ups that we think can return a high ROI  with minimal risk.

  • Minimum investment amount: R250 000
  • Risk profile: Medium-high
  • Recommended minimum term: 5 years
  • Performance target: CPI inflation +5%
Spartan Ives Wealth | Investment And Wealth Management Company In South Africa
Infrastructure & Real Estate

With The Spartan Ives Wealth Property Fund we aim to create a a low-cost, diversified portfolio of quality, sustainable real estate, by combining state-of-the-art technology with leading in-house expertise we minimize associated fees, management cost and maximize long-term returns.

  • Minimum investment amount: R250 000
  • Risk profile: Low
  • Performance target: CPI inflation +5%
Spartan Ives Wealth | Investment And Wealth Management Company In South Africa
Energy & Transportation

Spartan Ives Wealth’s energy fund invests in sustainable energy and transportation companies based on published Environmental, Social and Governance data. We also include industries such as Mining, Automotive, Rail, Aerospace, Green Energy, Oil and Gas.

  • Minimum investment amount: R250 000
  • Risk profile: Medium-high
  • Recommended minimum term: 5 years
  • Performance target: CPI inflation +5%
Managed Portfolios
Health Fund

Health and Insurance has always been and still remains the pillar of our business and we are determined to increase our market share through acquisitions, mergers, customer retention, entering into new markets and subcategories and promoting research and development.

  • Minimum investment amount: R250 000
  • Risk profile: Low
  • Recommended minimum term: 5 years.
Spartan-Ives-Wealth-Private-Equity
Venture Fund

Through our venture capital fund we are driven by building high-growth companies, We believe that companies are built when entrepreneurs are partnered with venture professionals who have the experience to accelerate growth, cultivate profit and still understand the tech behind the product.

  • Minimum investment amount: R250 000
  • Risk profile: Medium To High
  • Recommended minimum term: 5 years.
Spartan Ives Wealth | Investment And Wealth Management Company In South Africa
Entertainment & Sports

Our goal is to invest in sporting franchises and the associated ancillary companies that benefit from the multi-billion-dollar sports business as well as sports entertainment as well as film, music, gaming, cinema and festivals.

  • Minimum investment amount: R250 000
  • Risk profile: Medium
  • Recommended minimum term: 5 years.
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