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Driven by Fundamentals

Investment Policy

Asset Allocation is based on the principle that different assets perform differently in different market and economic conditions. Employing an Asset Allocation strategy allows us to balance the risk versus reward across different investment profiles.

Various scientific studies have shown that over 80% of a portfolio’s performance can be attributed through Asset Allocation, with the remaining attributed to security selection.

Portfolio Performance

Banque follows an active approach in managing our clients’ assets and therefore applies a strategic overlay on our Asset Allocation. This allows us flexibility, to act effectively in changing market conditions, Bear and Bull Markets and through the economic cycle of Recession, Recovery, Expansion and Overheating.

Banque Credit Union’s active management approach is set against a broad market benchmark based on the investment strategy and reference currency employed.

Our Roots

Banque has deep roots firmly set in traditional private banking values.

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Our Clients

Our client, their assets and servicing their needs are at the heart of all we do.

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Investment Policy

Banque Credit Union's comprehensive Investment policy ensures disciplined active management of assets.

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South Africa

With much to offer businesses and individuals, South Africa is a robust finance centre in Africa.

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