Our Track Record
Experience that delivers
Our performance is proven
At Hollard Investments, our track record is measured not only in numbers but in the real outcomes we help clients achieve. As part of the Hollard group, founded in 1980 and now serving more than six million clients across 18 countries, we bring decades of financial strength, innovation and resilience to every solution we design, anchoring our contribution to strong, consistent South African investment performance.
Expanding our investment offering
Our dedicated investment capability was formalised in 2013 with the launch of our CIS Unit Trusts, introducing income funds, growth funds and multi-asset portfolios. Since then, our offering has expanded steadily in both breadth and scale, including the launch of our implemented consulting and balance sheet advisory offerings.
Our business today
Today, Hollard Investments oversees R20bn in Assets Under Management (AUM) and R25bn in Assets Under Advice (AUA) (2025), demonstrating our solid track record of growth, stewardship and consistent delivery.
We take pride in simplifying complexity, offering clarity and helping investors move forward with confidence.
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Our strength is built on four core pillars:
Credibility
We operate within one of South Africa’s largest privately owned insurance groups; well-established, financially strong and trusted for over four decades. This heritage enables us to take a long-term view, supported by robust governance and disciplined oversight. Behind every portfolio is a commitment to excellence and an unwavering focus on doing what is right, even in challenging markets.
Client-centricity
Every client is unique. We take the time to understand business models, cash-flow requirements, risk appetite and personal or organisational goals. Whether supporting advisers, employers or individual investors, we design solutions that genuinely fit.
Clarity
Investment information can be overwhelming. Our role is to bring clarity by translating complex market dynamics and product structures into understandable, actionable insights. When clients understand their portfolios, they make better decisions and stay confidently committed to their long-term journey.
Consistency
Our portfolios are built as “all-weather” solutions, engineered to stay resilient through uncertainty. Through disciplined portfolio construction, thoughtful diversification and repeatable investment processes, we help investors remain on course.
Need to get in touch with us?
Call us on 0860 202 202 or email
customercare@hollardinvestments.co.za