We Provide Professional Management of Investment Portfolios
What Is An Investment Portfolio?
An investment portfolio is a set of securities (i.e., stocks, bonds, cash commodities, currencies, property) chosen by an investor. We have a wide range of investment portfolio’s that an inventor can choose to put their money in (“invest in”), and we can also create a customized investment portfolio specific to the investor’s unique needs, requirements and expectations.
Operational Ethics of Legae Investors
• Exposure: to a diversified portfolio at a relatively low cost
• Flexibility: You may invest and take your money out as often as you wish, no ‘lock-in’ or hidden fees
• Transparency: You have access to portfolio value at any time so you know what is happening
• Alignment of interests: We invest our own money in our products, so there is complete goal alignment
• Safety of assets: We can appoint an external Custodian (bank) to be the “guardian” of the assets
• Investors have 100% ownership of their capital at all times
• Our head office is in Gaborone – all decision-making occurs in Botswana- and we are here
for you!
DOMESTIC |
INTERNATIONAL / OFFSHORE |
Money Market |
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Types of Investments Held: |
Short-term paper (Money Market; High quality notes (< 1 year maturity) |
Currency: |
Pula (local) or Euro, Pound, Sterling, Dollar, Rand |
Recommended For: |
Short-term investment; Conservative Investors |
Equity |
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Types of Investments Held: |
Stocks listed on recognized exchanges (BSE, JSE, NYSE, FTSE) |
Currency: |
Pula (domestic); Global can be different currencies but valued in Pula |
Recommended For: |
Investors seeking higher returns with higher risk |
Balanced |
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Types of Investments Held: |
Stocks, bonds, and various currency (all local if domestic) |
Recommended For: |
Investors seeking long-term growth with less risk and volatility in value |
Fixed Income |
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Types of Investments Held: |
Bonds (debt) – including government, parastatal and corporate |
Recommended For: |
Investors seeking an income stream (coupon) and predictable cash flow |
Specific Mandate |
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Types of Investments Held: |
Specific to the Fund objective (I.e,social responsible investment only) |
Recommended For: |
Investors seeking to align their investment goals with their ethical or religious values. |