Hollard Unit Trust Investments
Suit your specific investment goals, risk tolerance, and time horizon
Unit Trusts for South Africans
At Hollard, we provide a range of unit trust solutions that can help you diversify your investment portfolio. We believe in combining multiple investment strategies from different asset managers across various asset classes to achieve specific objectives for each fund. This approach helps us reduce unnecessary risk and generate consistent returns over the long term.
We understand that diversification can be complex and time-consuming, which is why our team of professionals construct these multi-strategy solutions for you. By investing in our unit trusts, you can benefit from compounded returns while reducing your exposure to market volatility.
What does this mean for you?
Financial advisors, including yours, can focus on providing value to you, while we take care of the investment process. If you're interested in unit trust investments, we offer competitive unit trusts for the South African market.
Need to get in touch with us?
Call Hollard Investments on
0860 202 202 or email
customercare@hollardinvestments.co.za
Visit our secure online portal to open your own unit trust or manage existing investments.
Have a complaint?
Hollard Prime Fund Range
C = Conservative
MC = Moderately Conservative
M = Moderate
MA = Moderately Aggressive
A = Aggressive
Funds | Hollard Prime Money Market Fund | Hollard Prime Yield Plus Fund | Hollard Prime Dynamic Income Fund | Hollard Prime Strategic Defensive Fund of Funds | Hollard Prime Strategic Balanced Fund of Funds | Hollard Prime Strategic Assertive Fund of Funds | Hollard Prime Property Fund | Hollard Prime Equity Fund | Hollard Focused Global Equity Fund |
|---|---|---|---|---|---|---|---|---|---|
Risk Indicator | C | C | C | MC | M | MA | A | A | A |
Benchmark / Category | SA Interest bearing money market | SA Interest bearing short-term | SA Multi-asset Income | SA Multi-asset low equity | SA Multi-asset medium equity | SA Multi-asset high equity | SA Real estate | SA General Equity | MSCI World Index |
Recommen- | CPI + 2-3% | CPI + 2-3% | CPI + 2-3% | CPI + 2-3% | CPI + 4-5% | CPI + 6% | CPI + 7% | CPI + 7% | CPI + 7% |
Recommen- | < 1 year | 1-2 years | 2-3 years | 3-6 years | +7 years | +7 years | +7 years | +7 years | +7 years |
Hollard Prime Money Market Fund
Risk Indicator
C
Benchmark / Category
SA Interest bearing money market
Recommen-
ded CPI+ Objective
CPI + 2-3%
Recommen-
ded Term
< 1 year
Hollard Prime Yield Plus Fund
Risk Indicator
C
Benchmark / Category
SA Interest bearing short-term
Recommen-
ded CPI+ Objective
CPI + 2-3%
Recommen-
ded Term
1-2 years
Hollard Prime Dynamic Income Fund
Risk Indicator
C
Benchmark / Category
SA Multi-asset Income
Recommen-
ded CPI+ Objective
CPI + 2-3%
Recommen-
ded Term
2-3 years
Hollard Prime Strategic Defensive Fund of Funds
Risk Indicator
MC
Benchmark / Category
SA Multi-asset low equity
Recommen-
ded CPI+ Objective
CPI + 2-3%
Recommen-
ded Term
3-6 years
Hollard Prime Strategic Balanced Fund of Funds
Risk Indicator
M
Benchmark / Category
SA Multi-asset medium equity
Recommen-
ded CPI+ Objective
CPI + 4-5%
Recommen-
ded Term
+7 years
Hollard Prime Strategic Assertive Fund of Funds
Risk Indicator
MA
Benchmark / Category
SA Multi-asset high equity
Recommen-
ded CPI+ Objective
CPI + 6%
Recommen-
ded Term
+7 years
Hollard Prime Property Fund
Risk Indicator
A
Benchmark / Category
SA Real estate
Recommen-
ded CPI+ Objective
CPI + 7%
Recommen-
ded Term
+7 years
Hollard Prime Equity Fund
Risk Indicator
A
Benchmark / Category
SA General Equity
Recommen-
ded CPI+ Objective
CPI + 7%
Recommen-
ded Term
+7 years
Hollard Focused Global Equity Fund
Risk Indicator
A
Benchmark / Category
MSCI World Index
Recommen-
ded CPI+ Objective
CPI + 7%
Recommen-
ded Term
+7 years
*This is for illustrative purposes only and not an indication of future performance.
Additional product resources
Investment team
View our investment management and investment committee team members.
More about the Hollard Prime Unit Trusts
Download our fund fact sheets and fund unit prices, read about our philosophy and process, and/or access our insights and articles.
How to invest
Learn more about how you can invest with Hollard Investments.
Investment management team
Ashveena Teeluckdharry
(“Ash”)
BBusSc Hons (Actuarial) CFA CAIA
Chief Investment Officer
8 / 15 years
Conlias Mancuveni
(“Con”)
BCom Hons (Actuarial) FRM MSc MBA
Senior Investment Manager
8 / 15 years
Moeketsi Motjope
(“Max”)
BSc (Hons) (BMI) Quantitative Risk Management
Quantitative Analyst
2 / 7 years
Arusha Harichund
(“Aru”)
Investment Operations Analyst
10 / 10 years
Investment committee members
Ashveena Teeluckdharry
(“Ash”)
BBusSc Hons (Actuarial) CFA CAIA
Chief Investment Officer
8 / 15 years
Conlias Mancuveni
(“Con”)
BCom Hons (Actuarial) FRM MSc MBA
Senior Investment Manager
8 / 15 years
Moeketsi Motjope
(“Max”)
BSc (Hons) (BMI) Quantitative Risk Management
Quantitative Analyst
2 / 7 years
Robert Hughes
("Rob")
BSc Actuarial Science and Mathematical Statistics, AMASSA
Head: Portfolio
14 / 14 years
More about the Hollard Prime Unit Trust Funds
How to invest with Hollard
The Hollard Prime Unit Trust Funds can be accessed via the following Hollard products:
Flexible Savings
Achieve all your financial goals with our simple and flexible savings plan solutions.
Retirement Savings
Achieve financial independence in your retirement years by investing in one of our retirement policies.
Tax Efficient Savings
Reach your savings goals using a tax-efficient endowment that also provides estate planning benefits.
We recommend you consult a qualified financial adviser to adeptly guide you in choosing suitable products and portfolios for your unique financial needs. If you’re confident in your choices, you can invest directly with Hollard.
Ready to invest without the assistance of an adviser? Get an online quotation now.
Find everything you need to invest with us now or manage your existing investments.
Why invest with
Hollard Investments?
Hollard Investments is a subsidiary of the privately-owned Hollard group. Working together while enabling clients to create and secure better futures is at the core of Hollard Investments’ purpose. We strive for a more efficient and accessible way for your money to get you to where you want to be. Hollard Investment Company is committed to shared success with financial advisers and investors. We’ve got this, together.
Have some questions or looking for further insight?
Send us your details and we will give you a call.
Prime has been appointed as the registered management company of the Hollard Prime Unit Trust Funds.
Visit the Prime Group for more information.
Disclaimer
The Hollard Prime co-named funds (as defined in BN 778 of 2011) are registered under the Prime Collective Investment Scheme, managed by Prime Collective Investment Schemes Management Company (RF) (Pty) Ltd (“Prime CIS”) (Registration No. 2005/017098/07), a registered Collective Investment Schemes Management Company in terms of the Collective Investment Schemes Control Act 45 of 2002, supervised by the Financial Sector Conduct Authority (‘FSCA’). Hollard Investment Managers (Pty) Ltd is the FSCA-approved and appointed investment manager of the co-named CIS funds.