Our Solution Offering

Naviga offers a number of model portfolio solutions that have been subjected to a rigorous quantitative and qualitative due diligence process, that are tailor made to address specific client investment needs. These solutions are specifically designed to maximise client returns relative to pre-determined risk profiles and / or income requirements. An investment committee provides an oversight to the solutions and receives independent investment consulting from Apex Investment Consulting SA. A model portfolio (wrapped fund) is a combination of unit trust funds which is managed by an investment team. There is a range of optimally constructed portfolios which has been designed to cater for most risk profiles. Naviga has a range of solutions dedicated to pre-retirement (Saver Series) and post-retirement (Income Series). We also have a range of global portfolios (Naviga Global Series) for those clients that would like to diversify their portfolios by including direct offshore investments.