ABOUT - Capita Asset Management Trust


Capita Asset Management Trust is an authorised financial services provider that provides consistent, focused asset management for its clients. The company's investment philosophy is based on principles of applied knowledge.


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    Investment Philosophy


    Asset allocation is accepted as the most important step in portfolio construction. At Capita, the success of its stringent selection of professional asset allocators and the company's emphasis on portfolio construction is illustrated in its consistent performance.
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    Reputable Partnership


    Capita partners with industry leaders to maximise the management and administration of its local and offshore portfolios. One such partner is Boutique Investment Partners (BIP).
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    Downloadable Documents




    Balanced Portfolio

    Cautious Portfolio

    Capita PAIA

    Investment Report

    COI Management Policy

    FIOI

    Call us for any questions
    +27 (0)51 430 4331

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