Steer Capital
We welcome like-minded investor’s into our portfolios whilst we also value the meaningful relationships established in the process.
Our Products
Diversified perspectives and strategies are embedded in our funds and portfolios
Our funds and portfolios are useful in answering various needs of investors. The same investment process and thinking is applied throughout all portfolios to ensure consistency and integrity.
Steer Stable FR Fund
The fund is suitable for the investor who primarily wants to preserve capital as well as stable capital growth over a period of at least 3 years.
Steer Worldwide Flexible FR Fund
The fund is suitable for the investor who primarily wants to grow capital over a period of 3-5 years and seeks worldwide exposure without jurisdictional limits or constraints.
Steer Stable FR Fund
The fund is suitable for the investor who primarily wants to preserve capital as well as stable capital growth over a period of at least 3 years.
Steer Worldwide Flexible FR Fund
The fund is suitable for the investor who primarily wants to grow capital over a period of 3-5 years and seeks worldwide exposure without jurisdictional limits or constraints.
Steer Optimal Portfolio
This portfolio is specifically aimed towards the Individual, Trust or Company with investment capital of at least R2M who desires moderate capital growth, within a flexible and tax friendly structure, actively managed and have an investment horison of at least 5 years.
Steer Global Portfolio
The portfolio is suitable for the investor who primarily wants to grow the purchasing power of capital over a period of at least 5 years with a moderate, USD denominated global multi-asset approach.
Steer Optimal Portfolio
This portfolio is specifically aimed towards the Individual, Trust or Company with investment capital of at least R2M who desires moderate capital growth, within a flexible and tax friendly structure, actively managed and have an investment horison of at least 5 years.
Steer Global Portfolio
The portfolio is suitable for the investor who primarily wants to grow the purchasing power of capital over a period of at least 5 years with a moderate, USD denominated global multi-asset approach.
WHY CHOOSE US?
We are independent and owner managed and only focused on asset management
ABOUT US
We continually research cause and effect relationships by considering data to quantitatively develop our investment views.
We believe that financial markets are not efficiently priced all the time and therefore creates opportunities for active managers to profit from mispriced assets from time to time. Active asset allocation is the main driver of investment returns in our portfolios.
Company Core Values
Alignment
- We see our relationships with investors as partnerships
- We are invested in our own portfolios
- Our compensation is aligned with the interests of our investors
- The investment ideas in our portfolios are inspired from our own research and work
- Investment portfolios that are unrelated to traditional themes and ideas
- Dynamic portfolios managed with care and prudence
- Profitable portfolios in most market conditions
Company Overview
Local Funds
Our local portfolios are custom made for the South African investor who needs exposure to local equities, property, bonds, cash, offshore equities and commodities. Our unique tactical asset allocation process is delivered to investors in a cost-effective way.
Offshore Portfolio
The Steer Global portfolio is a USD denominated portfolio for the investor seeking exposure to a diversified investment strategy in global stocks, commodities and bonds. The strategy offers diversification value and are geared to deliver results in most market conditions.
Our local portfolios are custom made for the South African investor who needs exposure to local equities, property, bonds, cash, offshore equities and commodities. Our unique tactical asset allocation process is delivered to investors in a cost-effective way.
Offshore Portfolio
The Steer Global portfolio is a USD denominated portfolio for the investor seeking exposure to a diversified investment strategy in global stocks, commodities and bonds. The strategy offers diversification value and are geared to deliver results in most market conditions.
Our Funds can be accessed through the listed linked investment platforms listed below:
INVESTMENT MANAGER
About the
investment
manager.
Dennis du Plessis is the founder and director of Steer Capital (Pty) Ltd and has been involved in the financial services industry since 2006. He managed various offshore and local collective Investment Schemes in his career and served on a number of investment committees over time. Dennis has extensive experience in asset allocation and instrument selection and has developed various investment management models over the years.
He studied at the University of the Free State where he completed a B Com Law degree. He went on and completed a diploma in Financial Markets and Instruments through the Academy of Financial Markets. He is a CAIA charter holder and has a passion for Alternative Investments and strategies.
He studied at the University of the Free State where he completed a B Com Law degree. He went on and completed a diploma in Financial Markets and Instruments through the Academy of Financial Markets. He is a CAIA charter holder and has a passion for Alternative Investments and strategies.
DENNIS DU PLESSIS
