Helping your money work harder to achieve your financial goals
Invest Early You’ll be so happy you did.
Start today from just R500 per month
To help you get started, here are two funds to consider.
Our complete fund range is simple and accessible to a broad range of investors, allowing you to find the optimal solution for your needs from as little as R500 per month.
- Local South African Fund
If you’re looking to build long-term retirement capital at moderate risk levels, this may be the fund for you.
What if you added R1,000 every month?
- With an additional R1,000 invested each month, your total investment would be worth approximately R96,640 after 5 years.
- Percentage Growth: This represents a significant increase on your regular contributions, showing the power of consistent investing.
- Offshore Fund
If you are looking to build long-term capital at moderate risk levels by diversifying offshore, this fund may be for you.
What if you added R1,000 every month?
- With an additional R1,000 invested each month, your total investment would be worth approximately R100,032 after 5 years.
- Percentage Growth: Consistent monthly investments can further enhance your returns, helping you reach your financial goals faster.
Ready to take the next step?
Investing can be a powerful way to build your wealth. Our team of experts is here to guide you every step of the way. Book a consultation with us to explore your investment options and start your journey towards financial success.
Explore Our Products
Personalised solutions to help you meet your investing goals
Global Online Share Trading
Manage your own investments using market-leading trading apps.
- Buy and sell shares in real-time from as little as $7 per trade.
- Invest in tens of thousands of stocks on stock markets all around the world.
- Trade stocks, mutual funds, CFDs, options, commodities and bonds.
Supporting services
When you invest with Cratos Asset Management, you get access to our supporting services.
- Full-service FX through our partnership with AGMerchant Capital Markets.
- Externalise your Single Discretionary Allowance (R1m/annum) immediately.
- Facilitate SARS applications for Foreign Investment Allowance approval (R10m).
- Facilitate import/export
- Currency trading
Managed Global Segregated Portfolio
Let us manage your investment portfolio from start to finish.
We create and manage a long-term portfolio of world-class companies to meet your goals and appetite for risk.
Tax-efficient structures
Offshore investment wrappers, designed as international life policies, offer a smart and convenient way for South African investors to invest into global markets with flexibility and tax efficiency. These structures streamline administration, provide valuable estate planning advantages, and can even protect assets from creditors after a few years, all while handling tax matters internally.
Unit trusts and multi-management
The Cratos Worldwide Flexible Fund.
Access to a host of third party unit trusts
Structured Products
Structured notes offer investors a defined investment experience—linking potential returns to market performance, while managing downside risk through built-in protections. Whether your goal is capital growth or income, these solutions provide clarity, flexibility, and a disciplined approach to investing in uncertain markets.
JSE Managed Portfolio
Let us manage your investment portfolio from start to finish.
We create and manage a long-term portfolio of local companies to meet your goals and appetite for risk.
Local online share trading
Manage your own investments on the JSE using industry-leading platforms.
- Trade JSE equities and CFDs in real-time.
Tax-free savings account
Invest without paying tax on any of the growth or income you earn.
- A maximum of R36 000 per tax year or R500 000 over your lifetime may be contributed.
- Choose between a wide array of unit trusts or ETFs.
- All amounts invested count towards your annual and lifetime limits regardless of any withdrawals made.
Cratos SA Opportunity EIB
The Cratos SA Opportunity Fund has a broad mandate to invest in JSE-listed financial instruments, with a primary focus on equities.
The goal of the fund is to outperform the JSE stock market, using the JSE’s All Share Shareholder Weighted (“SWIX”) index as its benchmark.
Retirement Investing
Investing for retirement is about more than just saving — it’s about optimising returns while minimising fees. We offer Retirement Annuities, Preservation Options and Living Annuities under two clear retirement strategies, each designed to suit different investor preferences:
Structured Products
Structured notes offer investors a defined investment experience—linking potential returns to market performance, while managing downside risk through built-in protections. Whether your goal is capital growth or income, these solutions provide clarity, flexibility, and a disciplined approach to investing in uncertain markets.
Our trusted partners
