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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

GraySwan

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We provide investment advice to institutional and corporate investors and wealth management solution

03/11/2026

Diversification Is About More Than Numbers.

A portfolio can hold several investments and still depend heavily on the same market outcome.

Meaningful diversification comes from combining investments with different drivers of return and different responses to changing economic and market conditions.

It cannot remove the possibility of loss, but it can reduce a portfolio’s reliance on any single asset, market or scenario.

The important question is not only how many investments a portfolio holds. It is whether they perform genuinely different roles.

02/11/2026

Same Estate. A New Space.

Our Somerset West team has moved into our new offices on the second level of the w**e cellar at Die Verge by Neighbourgood, still within the beautiful Lourensford W**e Estate.

Lourensford has long been home to GraySwan. Our new space gives us a refreshed environment in which to work, collaborate and welcome our clients.

We look forward to sharing this next chapter with you.

Our new address:
Die Verge by Neighbourgood
Lourensford W**ery
381 Lourensford Road
Somerset West

30/10/2026

Before the day ends, we could not miss the opportunity to wish Natalie and Aphiwe a very happy birthday! 🎉🎉

Thank you both for the commitment, care and positive contribution you bring to GraySwan. We truly value having you as part of our team.

We hope you have both enjoyed a wonderful day and wish you every happiness and success for the year ahead.

Happy Birthday, Natalie and Aphiwe, from all of us at GraySwan!

28/10/2026

What Should You Look for in a Fund Factsheet?

A factsheet contains far more than the latest performance number.

Useful questions include:
- What is the fund designed to achieve?
- How much risk may it take?
- Where is the portfolio currently invested?
- Has performance been achieved consistently?
- What fees apply?
- Is the fund appropriate for your objectives and investment period?

A factsheet is a useful starting point, but each figure should be considered within the context of the fund’s mandate and your broader financial plan.

23/10/2026

Another Week Wrapped Up at GraySwan.

From client conversations and portfolio work to research, planning and the many details that happen behind the scenes, it has been another productive week across the GraySwan team.

The week also included time in Mossel Bay meeting with clients, always a valuable opportunity to connect face to face.

Thank you to our team for the care and commitment they bring to their work, and to our clients for the continued trust they place in us.

A positive end to a good week. Happy Friday!

22/10/2026

Happy Birthday, Victoria! 🎉

Today we celebrate Victoria Cope and thank her for the commitment, care and positive energy she brings to GraySwan.

Victoria, your contribution to the team is truly appreciated, and we are grateful to have you as part of our journey.

We hope you have a wonderful birthday and a very happy year ahead!

21/10/2026

Markets change. Opportunities shift. A disciplined investment approach needs the flexibility to respond.

The GraySwan SCI Worldwide Flexible Fund is designed to invest across local and offshore asset classes, without the traditional allocation constraints of Regulation 28.

This flexibility allows us to adjust exposures as market conditions change, while remaining focused on our long-term investment objectives.

Our approach is built around identifying investment opportunities, managing downside risk and making informed decisions, including knowing when to act and when to remain patient.

Flexibility to navigate change. Discipline to stay the course.

View the September factsheet:
https://grayswan.co.za/wp-content/uploads/2026/10/GraySwan-WFF-A1-UT-Factsheet-September-2026.pdf

21/10/2026

Long-term growth requires the ability to look beyond short-term market movements and remain focused on the bigger picture.

The GraySwan SCI Aggressive Fund's September 2026 factsheet reflects the results of this long-term investment approach.

Over the five years to 30 September 2026, the Fund delivered a cumulative return of 74.72%, compared with 64.44% for its benchmark.

Over seven years, the Fund returned 109.15%, compared with 99.19% for its benchmark, while its cumulative return since inception reached 128.01%.

For us, long-term investing is about identifying opportunities, managing risk and remaining disciplined through changing market conditions.

View the September factsheet:
https://grayswan.co.za/wp-content/uploads/2026/10/GraySwan-Aggressive-A-UT-Factsheet-September-2026.pdf

21/10/2026

Long-term investing is not only about the returns achieved, but also about the risks taken along the way.

The GraySwan SCI Moderate Fund's September 2026 factsheet highlights the importance of disciplined risk management.

Over the five years to 30 September 2026, the Fund ranked in the 1st quartile across all four risk measures: volatility, downside risk, maximum drawdown and Sortino ratio.

The Fund recorded a maximum drawdown of -3.76%, compared with -5.66% for its benchmark, and a Sortino ratio of 0.59, compared with 0.41 for the benchmark.

For us, a balanced approach means pursuing long-term investment returns while remaining focused on managing downside risk.

View the September factsheet:
https://grayswan.co.za/wp-content/uploads/2026/10/GraySwan-Moderate-A-UT-Factsheet-September-2026.pdf

RiskManagement

21/10/2026

Long-term investing is not only about the returns achieved, but also about managing risk along the way.

The GraySwan SCI Cautious Fund's September 2026 factsheet highlights the importance of this approach.

Over the five years to 30 September 2026, the Fund ranked in the 1st quartile across all four risk measures: volatility, downside risk, maximum drawdown and Sortino ratio.

The Fund recorded a maximum drawdown of -2.67%, compared with -4.04% for its benchmark, and a Sortino ratio of 0.55, compared with 0.48 for the benchmark.

For us, managing downside risk is an important part of protecting capital while pursuing long-term investment objectives.

View the September factsheet:
https://grayswan.co.za/wp-content/uploads/2026/10/GraySwan-Cautious-A-UT-Factsheet-September-2026.pdf

Address

Lourensford W**e Estate, Lourensford Road
Somerset West
7130

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

+27218529092

Website

http://grayswan.co.za/

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