Frequently asked questions

We are an independent, global fund manager with a unique range of unit trusts. All of our funds are managed by different teams of highly skilled people that we have handpicked as the best managers for each strategy. 

Unlike most asset managers, we do not manage any of the unit trusts ourselves. Instead, we have searched around the world to find the best people to look after your money in both South African and global funds. With the backing of a highly experienced fund research team, we have identified teams that we are confident can deliver what our investors are looking for. This means that you can feel secure that your money is in good hands since all our fund managers have met the high standards we set to be included in our range.

Our aim is to make investing simpler. By offering a focused range of funds, we offer investors the reassurance that they don’t need to search through hundreds of different unit trusts to find reliable and trustworthy managers. We have done that on their behalf. 

Curate also wants to ensure, as much as possible, that our investors don’t get any surprises. That is why we will always be transparent and straightforward in all we say and do.   

In some cases, we appointed teams who were already managing a fund that matches exactly what we are looking for. In those cases, the existing fund has been rebranded to Curate, but because it is the same strategy it keeps its history. Investors can therefore see exactly how it has performed in the past. 

In other cases, we have appointed managers who have extensive experience and skill in managing similar funds, but we wanted them to do something unique for us. Those unit trusts will be completely new, and therefore will not yet have their own track record. 

When we research any fund manager, our primary interest is always in the people who work there. We are looking for long-term partners who show professional integrity, loyalty and alignment with our values and expectations. Those are the kinds of people we know we can trust to look after our clients’ money. 

So, while we want to see that a manager has delivered top performance over many years when we appoint someone to run one of our funds, they must also have demonstrated qualities that we won’t see just by looking at the numbers. They must be people who have the humility to admit and learn from mistakes, the passion to always give their best efforts for investors, and who hold a core belief system that guides their decision-making so that they aren’t simply swayed by their emotions. 

Each team we appoint also needs to offer something unique. They must have a distinct approach or quality that makes them stand out, so that we know we are offering investors something they won’t find anywhere else.

While our focus is on long-term performance, our scrutiny of how each of our funds is being managed is constant. We are continuously monitoring the decisions managers make and how each fund is performing to make sure that they are meeting our expectations. 

We also meet with each of the managers regularly to ask in-depth questions, discuss how they are doing, and share perspectives. We will never interfere with how they do their jobs, but where we believe we have experience that they can benefit from, sharing that can only lead to better outcomes for investors. It is also important for both of us to know that we are always on the same page in terms of what we are looking for.

Here are the platforms where you can invest in Curate funds.