GIPS Compliance

Global Investment Performance Standards 

 

Disclosures




Futuregrowth Asset Management (Pty) Limited (“Futuregrowth”), a subsidiary of Old Mutual Investment Group Holdings (Pty) Limited, is a specialist investment company which manages the full range of interest bearing and developmental investments in an ethical and sustainable way. The firm is defined as all portfolios managed by Futuregrowth. Futuregrowth claims compliance with the Global Investment Performance Standard (GIPS®).

Futuregrowth has been independently verified for the period 1 January 2000 to the 31 December 2017. The verification reports are available upon request. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS® standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS® standards. Verification does not ensure the accuracy of any specific composite performance.

Futuregrowth's compliant presentations and a list of composite descriptions are available upon request. As well as policies for valuing portfolios, calculating performance and preparing compliant presentations.

GIPS® - most recent Verification Report

SCAM ALERT!

We are aware of fraudulent communication being sent from an unknown person on WhatsApp, posing as a Futuregrowth business representative. The scam offers the recipient an array of fake investment opportunities with profits being generated through the trading of bio-diesel – all of which are not true. This is a scam, please ignore it.