Our Investments

Resilient. Adaptive. Disciplined.

A focused range of investment products - actively managed, deliberately constructed and built on one consistent investment philosophy.

Unit Trusts

Two funds. One disciplined approach.

Actively managed, diversified portfolios - accessible to a broad range of investors and built on the same investment philosophy that defines everything we do.

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Balanced · Multi-Asset · Regulation 28

Ordian Capital FR Balanced Fund of Funds

A multi-asset, Regulation 28 compliant fund designed to deliver consistent capital growth with limited downside risk. Investing across domestic and international equities, fixed income, property and cash within defined allocation parameters.

Suited to a broad range of investors - from those saving for retirement to those seeking a balanced, diversified mandate with a medium- to long-term horizon and a preference for moderate risk.

Download Latest MDD
Performance As at 30 April 2026 · Net of fees
YTD 1 Year 2 Years Since Inception
Fund 1.03% 14.51% 13.37% 12.92%
SA MA High Equity Category Avg 1.99% 17.82% 15.96% 15.75%
CPI + 4% TBC TBC TBC TBC
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Flexible · Growth-Oriented · Global

Ordian Capital FR Worldwide Flexible Fund

A flexible, growth-oriented multi-asset fund with a dynamic mandate to invest across equities, fixed income, property and cash in both domestic and international markets. The fund actively adapts its positioning in response to evolving market conditions.

Suited to investors with a long-term investment horizon of five years or more, seeking meaningful capital growth and comfortable with moderate to high levels of short-term market volatility.

Download Latest MDD
Performance As at 30 April 2026 · Net of fees
YTD 1 Year 2 Years Since Inception
Fund 1.23% 5.17% 7.05% 8.87%
Worldwide MA Flexible Category Avg 2.26% 12.96% 11.70% 13.38%
CPI + 5% TBC TBC TBC TBC

Collective Investment Schemes in securities are generally medium- to long-term investments. The value of participatory interests may go up or down and past performance is not necessarily an indication of future performance. Ordian does not guarantee the capital or return of a portfolio. Full disclosure documents are available on request.

Structured Products

Listed, exchange-traded access to a global multi-asset portfolio.

An actively managed global multi-asset portfolio guided by Ordian's core investment philosophy. The portfolio maintains predominantly offshore equity exposure - invested directly in global equities, ETFs and other instruments - dynamically positioned across global markets, sectors and geographies. The portfolio adapts continuously to evolving market conditions, with a clear long-term focus on capital growth.

Available in two structures - a ZAR denominated certificate listed on the JSE for local investors and a USD denominated certificate listed on the SIX Swiss Exchange for investors with capital offshore.

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ZAR · JSE-listed Certificate

Ordian Global Multi-Asset Portfolio

Documents
  • UBS Termsheet - coming soon
  • Factsheet - coming soon
Performance As at 30 April 2026
YTD 3 Month 6 Month Since Issue
Fund 1.16% 3.25% -3.66% 1.00%
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USD · SIX Swiss-listed Certificate

Ordian Global Flexible Portfolio

Documents
  • UBS Termsheet - coming soon
  • Factsheet - coming soon
Performance As at 30 April 2026
YTD 3 Month 6 Month 12 Month Since Issue
Fund 0.26% -0.61% -0.65% 16.78% 30.64%

Listed structured products carry the credit risk of the issuer. Past performance is not a reliable indicator of future returns. Investors should consider the relevant termsheet, factsheet and key information documents before investing.

Let's Work Together

The foundations of a lasting legacy start here.
Let's build it together.

At Ordian Capital, we are dedicated to building meaningful, generational outcomes
for those who take the long view and trust us to help them get there.

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