InfoisInfo South Africa

Trendline Fund Management (Pty) Ltd
Investment Services in Cape Town

www.trendline.za.com
Show number
Remember you found this company at Infoisinfo +27 21 461 954?

Address

48 Roeland Square Corner of Roeland Street and Drury Lane. Cape Town. Western Cape. 8001
Map not available


Are you the owner or manager of this company?



What you should know about Trendline Fund Management (Pty) Ltd

Investment Plans in Cape Town, Financial Management in Cape Town, Pension Fund in Cape Town, Financial Services in Cape Town

Trendline Fund Management was founded in 1990, and has been regulated by the South African Financial Services Board since inception.  Trendline Fund Management  is registered as a Discretionary Financial Services Provider (FSP 538) in terms of the Financial Advisory and Intermediary Services Act No.37 of 2002 and is authorised to provide financial advisory, intermediary and discretionary services.Trendline Fund Management offers a comprehensive Wealth Management service to clients. Investing will only take place once a needs analysis has been completed and a clear picture emerges of the client's risk profile and requirements. These portfolios typically reflect Trendline's investment process of long term trend fo. Trendline Fund Management offers local and international portfolios utilising listed equities, bonds, collective investment schemes and property.

Trendline Fund Management was founded in 1990, and has been regulated by the South African Financial Services Board since inception. The current management purchased the business from the founder in early 2003, and now owns 100% of the company. Trendline Fund Management implements a durable, long term investment methodology which clearly identifies its’ source of investment return and also the risk taken to earn that return. It adheres to an investment process that combines the active manager’s quest for out performance with the disciplined approach of quantitative asset management, set against an absolute return benchmark. Burger has worked in the South African financial markets since 1987, during which time he has covered the derivative, equity and fixed interest instruments extensively. His career in the financial markets began at an investment bank in He has worked on the buy side, sell side & proprietary trading desks, in the money, bond, equity & derivatives markets. Since then he has co-founded a member of the South African Futures Exchange in 1991, and has subsequently worked at two stockbroking members of the Johannesburg Stock Exchange (JSE), lastly as Director, Private Client Securities at HSBC in Cape Town, South Africa. Burger was a founding member of Trendline Fund Management (Pty) Limited in 2004 and currently heads up the company which specialises in Private Client Wealth Management. Paul has worked in the Financial Services Field since 1992, As a Consultant with Liberty Life for 16 years before founding 3B’s Financial Services in 2008, specialising in Personal Financial Planning primary focus on Compulsory Investments and Personal Risk. Trendline’s aim is to achieve positive returns in all market conditions. The trading models are designed to detect & exploit medium- to long-term trends, while simultaneously applying risk management techniques in order to preserve capital during trendless periods or during trend reversals. Modern portfolio theory explores how the risk averse investor can benefit from diversification, and construct a portfolio to generate the maximum possible return for a given level of risk. Trendline offers several products depending on your risk profile and time horizon. Due to the nature of these types of investments, past performance should not be seen as an indication of future performance. Trendline Fund Management’s methodology of long term trend following based on risk adjusted portfolio construction with the client’s bespoke risk profile in mind, makes relative performance comparrisons less important.
Read more...

Social networks

We don't have any social media account of this company

Photos and videos

This business has no pictures or videos

Additional information

  Opening times Opening Closing
   Mondays to fridays 9:00 AM 5:00 PM
   Saturday Closed
   Sunday Closed

Reviews of Trendline Fund Management (Pty) Ltd (0)

Do you own a business?
We help you grow it

Get more clients, visibility and branding.
Let us help you achieve your targets and improve your business.

Add your company