Edge Asset Management

Edge Asset Management Edge Asset Management is a licenced Financial Services Provider that offers fund managed portfolios

Edge Asset Management (FSP 46415) is an Independent Financial Services who formally listed their three investment and retirements funds on 1 September 2016. CEO and Key Individual, Ed Gutsche, states that “A Category 2 license is applied for and awarded to investment management companies who ‘fit the proper requirements’ in terms of its experience, operational ability, competency and financial sou

ndness.”

Edge Asset Management partnered with a subsidiary business of the Efficient Group, Boutique Collective Investments (BCI), to assist with choosing and managing investment strategies. The process, which started in 2007, involved market and product research as well as lots of time designing the funds and risk-return ratios chosen which allowed them to develop three risk profiled funds namely Edge Cautious, Edge Balanced, and Edge Balanced-Aggressive. The funds have been designed based on risk profiling and exposure to various asset classes from equities to cash, bonds and property. The Cautious fund includes the lower risk asset classes such as cash and bonds as well as a low exposure to equity and property. The Balanced-Aggressive fund has a higher exposure to equities and property and lower exposure to cash and bonds. What currently sets these funds apart is that despite Edge being a small firm competing against much larger competitors, the Balanced and Balanced-Aggressive funds’ performance are currently rated number 1 in their categories over 3 and 5 years. This performance alone has put Edge in a class of its own, however high performance and the pursuit of excellence is part of Edge’s continuous drive to focus on core business and investment values. Edge has several short and long term goals, however Ed Gutsche said that Edge aims to achieve its corporate and client investment goals by “Aiming to achieve high returns at low risk by focusing on values such as integrity, consistency and trust.”

On Wednesday, 07 June and Thursday, 08 June, Edge attended the BCI International Investment Seminar on behalf of Edge As...
09/06/2017

On Wednesday, 07 June and Thursday, 08 June, Edge attended the BCI International Investment Seminar on behalf of Edge Asset Management. Edge was the only company from Port Elizabeth who attended. There were 35 top local and global fund managers, economists and analysts. It covers all global and local areas, economic sectors and asset allocations.

Some of the best speakers from Wednesday, 07 June were from Schroders, Prescient, Gam and Morningstar and Thursday, 08 June were John Biccard from Investec., Coronation and 36one.

For more information on the conference you can visit the following links:

http://bcisconference.com/
http://bcisconference.com/about-the-conference/

Agenda: http://bcisconference.com/agenda/
Speakers: http://bcisconference.com/speakers/
Presentations: http://bcisconference.com/presentations-2016/

BCI Global Investment Conference 2017 Informed views, global insights

"The skills shortages in South Africa, which is a common theme among developing countries, leads many organisations to r...
05/05/2017

"The skills shortages in South Africa, which is a common theme among developing countries, leads many organisations to require the services of consultants to assist with developing asset registers and an asset management improvement programmes".

Contact us for advise!

Phone us at 041 581 2509 or at [email protected]

"We live in a world that is increasingly complex, and yet businesses and other organisations want to understand their op...
04/05/2017

"We live in a world that is increasingly complex, and yet businesses and other organisations want to understand their operations more clearly. They want detailed insight into what could go wrong; what impact it will have; and what it will cost. They want high levels of confidence for all of this, and more".

“Edge Asset Management - Aiming to achieve high returns at low risk by focusing on values such as integrity, consistency and trust.”

Contact us today to start your investment journey at 041 581 2509 or at [email protected]

"Investors tend to get very nervous when prices are all over the place. Stocks which the investor bought with such high ...
02/12/2016

"Investors tend to get very nervous when prices are all over the place. Stocks which the investor bought with such high conviction, suddenly lose their luster when they shed 10-20%. Doubt sets in, followed by panic, which usually ends with the investor liquidating their assets at precisely the wrong time, locking in a loss."

Do not listen to the 'noise' in the market. Contact us for advise!

You can phone 041 581 2509 or email [email protected]

What currently sets our funds apart is that despite Edge being a small firm competing against much larger competitors, t...
28/10/2016

What currently sets our funds apart is that despite Edge being a small firm competing against much larger competitors, the Balanced and Balanced-Aggressive funds’ performance are currently rated number 1 in their categories over 3 and 5 years.

This performance alone has put Edge in a class of its own, however high performance and the pursuit of excellence is part of Edge’s continuous drive to focus on core business and investment values.

“Aiming to achieve high returns at low risk by focusing on values such as integrity, consistency and trust.”

Contact us today to start your investment journey at 041 581 2509 or at [email protected]

Introducing our third fund: Edge Balanced-Aggressive Fund'Like an adventurer's footprint on new land, the Edge Balanced-...
26/10/2016

Introducing our third fund: Edge Balanced-Aggressive Fund

'Like an adventurer's footprint on new land, the Edge Balanced-Aggressive Fund is for investors seeking a high risk - high reward investment experience.'

The funds have been designed based on risk profiling and exposure to various asset classes from equities to cash, bonds and property. The Aggressive fund has a higher exposure to equities and property and lower exposure to cash and bonds.

For more information, visit our website:
http://www.edgefinance.co.za/edge-balanced-aggressive-fund/

Contact us on 041 581 2509 or at [email protected]

This portfolio is suitable for either younger or more aggressive investors who seek a return of 6 % above inflation (per annum) over any rolling three (3) year period.

Introducing our second fund: Edge Balanced Fund'Like an ant with its diligence and hard work gathers food for the winter...
19/10/2016

Introducing our second fund: Edge Balanced Fund

'Like an ant with its diligence and hard work gathers food for the winter, the Edge Balanced Fund is designed to enable the investor to be prepared for that long winter.'

The funds have been designed based on risk profiling and exposure to various asset classes from equities to cash, bonds and property. The Balanced fund includes the lower risk asset classes such as cash and bonds as well as a higher exposure to equity and property than the Cautious Fund.

For more information, visit our website:
http://www.edgefinance.co.za/edge-balanced-fund/

Contact us on 041 581 2509 or at [email protected]

This is a diversified portfolio suitable for all types of investors. We will target a return of 4 % above inflation (per annum) over a rolling three (3) year period.

Introducing our first fund: Edge Cautious Fund'Like a feather is designed to protect a bird, the Edge Cautious Fund is d...
12/10/2016

Introducing our first fund: Edge Cautious Fund

'Like a feather is designed to protect a bird, the Edge Cautious Fund is designed for the more conservative investor.'

The funds have been designed based on risk profiling and exposure to various asset classes from equities to cash, bonds and property. The Cautious fund includes the lower risk asset classes such as cash and bonds as well as a low exposure to equity and property.

For more information, visit our website:
http://www.edgefinance.co.za/edge-asset-management/

Contact us on 041 581 2509 or at [email protected]

Edge Asset Management (FSP 46415) is an Independent Financial Services who formally listed their three investment and retirements funds on 1 September 2016. CEO and Key Individual, Ed Gutsche, said that “A Category 2 license is applied for and awarded to investment management companies who ‘fit the…

In February 2016, Edge Financial Group was officially granted their Category 2 Asset Management License. This makes Edge...
28/09/2016

In February 2016, Edge Financial Group was officially granted their Category 2 Asset Management License. This makes Edge the only investment management company in Port Elizabeth to have been awarded a Cat1 and Cat2 License. We are now classified as not just a brokerage, but also a fund management company. Because of this, Edge Asset Management was formally able to launch it Edge Cautious, Edge Balanced and Edge Balanced Aggressive Funds on 1 September 2016!

In order for us to competently gain an Asset Management license and effectively implement fund management systems and tools, we partnered with a subsidiary business of the Efficient Group, Boutique Collective Investments (BCI), to assist with choosing and managing investment strategies. The process, which Edge started in 2007, involved market and product research as well as lots of time designing the funds and risk-return ratios chosen. That then allowed us to develop and offer to Edge clients, from 2008, our three risk profiled funds namely: Edge Cautious, Edge Balanced, and Edge Balanced-Aggressive.

Since 2008 all 3 funds have provided TOP 3 and 5 year performances for our pre-retirement and retired clients. If you are not yet invested, why not? Contact us on 041 581 2509 or via email on [email protected]

From left: (BCIS) Eugene Braak, Shamir Popat, Shaun Griffin, Cleo Molepo and Edward Gutsche (Managing Director of Edge)

Address

Port Elizabeth
6070

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

041 581 2504

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