Custodian Investment Managers

Custodian Investment Managers Investment Management | DFM
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How much of your offshore portfolio could you name? The DFM Global Active Top 25 Equity Portfolio provides direct offsho...
03/09/2026

How much of your offshore portfolio could you name?

The DFM Global Active Top 25 Equity Portfolio provides direct offshore exposure to some of the world's largest and most well-known companies. Held directly, offshore, in a low-cost share portfolio (via Rand/Dollar).

The repo rate is 7.00%. The market is pricing in higher.
02/09/2026

The repo rate is 7.00%. The market is pricing in higher.

Oil surged. Conflict shocked short-term oil prices.
02/09/2026

Oil surged. Conflict shocked short-term oil prices.

Dedicated to Simplicity, Driven by Consistency, Designed for YOU.Simple products, done well.
28/08/2026

Dedicated to Simplicity, Driven by Consistency, Designed for YOU.

Simple products, done well.

SA has outperformed over one year, three years and five.
27/08/2026

SA has outperformed over one year, three years and five.

Global equity to 31 July 2026, in US dollars.
26/08/2026

Global equity to 31 July 2026, in US dollars.

The winning investment style kept changing.US equity leadership switched 8 times in 12 months. Value led most often, but...
21/08/2026

The winning investment style kept changing.

US equity leadership switched 8 times in 12 months. Value led most often, but only four times. Momentum led three, Growth twice, Quality twice and Dividend once. Not one of them led for more than two months running.

And in March the best performing style of the five still lost 3.87%.

Data from Morningstar, using the corresponding Vanguard ETFs.

In February the JSE was beating Wall Street. It isn't now.The S&P 500 against the JSE Top 40, year to date to 1 August, ...
20/08/2026

In February the JSE was beating Wall Street. It isn't now.

The S&P 500 against the JSE Top 40, year to date to 1 August, measured in US dollars.

The JSE Top 40 led for fifteen of the first thirty-one weeks of 2026, peaking at +15.08% in late February while the S&P 500 was flat and heading for -7.82% by late March.

Then it turned. The JSE Top 40 gave back 15.9% from that February peak and sits at -3.26% at the start of August, even after a strong final week. The S&P recovered through the second quarter to +8.79%.

Twelve index points now separate them, and the lead changed hands in April.

Consistency transforms average into excellence.Our job is not to be interesting every quarter. It is to be reliable acro...
18/08/2026

Consistency transforms average into excellence.

Our job is not to be interesting every quarter. It is to be reliable across all of them.

Dedicated to simplicity. Driven by consistency.

A tale of four markets.Global and local equity performance for 2026 so far, rebased to 100 and measured in rand.For the ...
17/08/2026

A tale of four markets.

Global and local equity performance for 2026 so far, rebased to 100 and measured in rand.

For the first two months of the year, the JSE All Share led all four up almost 11% by early March. It ends July at 98.19, the only one of the four below where it started.

NASDAQ 100 114.15 · S&P 500 111.45 · MSCI World 111.06 · JSE All Share 98.19

Same year, same currency, four very different journeys. Whichever one you felt certain about in January, the ranking has changed since.

Swipe through for the chart.

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