A good curator selects only the best

At Curate, we handpick only the best people to look after investors’ money. Our unique range of funds takes the complication out of choosing between funds because we have identified exceptional teams of people with different skills to manage each of our funds. Quite simply, what we do comes from the quality of the people we work with. 

Why choose Curate? 

As an independent, global fund manager, we give investors the simplicity of a range of unit trust funds to meet their requirements: 

• Investor-centred range: Each of our funds is designed to meet a particular investor need – such as saving for your future goals, investing for the next generation, or building a comprehensive global portfolio. 

• Global reach: We research managers across the world to find the people who are most suited to delivering what investors require. 

• Simplicity: We give investors the comfort of knowing that we have handpicked top managers for each of our funds, so they do not have the hassle of choosing between hundreds of options. 

• High standards: The people we handpick to be our long-term partners must bring a unique perspective and show integrity, loyalty, and a record of delivering returns for investors. 

We believe the art of investing goes beyond just numbers. Our mission is to deliver relevant, transparent, and meaningful investment solutions to investors by partnering with the best fund managers globally. We’ve scoured the globe to find the best people to manage each of our unit trusts, so our investors don’t need to search through hundreds of different funds to find reliable and trustworthy managers – we’ve done that work for them. 

All of Curate’s funds are managed by different teams of highly skilled people who are handpicked as the best managers for each strategy. 

Unlike most asset managers, we do not manage any of the funds ourselves. We want specialists who offer something unique for each of our strategies, because we do not believe one manager can do everything equally well. We are confident that our managers can deliver what we and our investors are looking for. It also means that investors can feel secure that their money is in good hands. 

When researching any fund manager, Curate’s primary interest is always in the people who work there. 

We look for long-term partners who show professional integrity, loyalty and alignment with our manager selection criteria and expectations. Those are the kinds of people we know we can trust to look after our clients’ money. 

So, while we want to see that a manager has delivered top performance over many years when we appoint someone to run one of our funds, they must also have demonstrated qualities that we won’t see just by looking at the numbers. They must be people who have the humility to admit and learn from mistakes, the passion to always give their best efforts for investors, and who hold a core belief system that guides their decision making so that they aren’t simply swayed by their emotions. They must have a distinct approach or quality that makes them stand out, so that we know we are offering investors something they won’t find anywhere else. 

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Our manager selection process 

To identify the best people to manage our funds, Curate goes through a disciplined and rigorous selection process that seeks out outstanding teams, wherever they may be across the world. Whether looking at managers in South Africa, the US, the UK or anywhere else, we apply the same standards and require the same levels of dedication and passion for delivering for our investors. 

We also don’t assume that the best people are going to be conveniently located around the corner. There are talented managers in many different parts of the world, and our aim at Curate is to find them so that we can assure investors that we have found the best people to look after their money. 

Our process entails the following steps: 

• Find managers who have shown their ability to deliver 

• Analyse managers to find the qualities we are looking for 

• Visit the managers to better understand them 

• Select the best people for our investors 

• Monitor managers to ensure that they keep meeting our high standards 

At Curate, we believe in keeping things simple. We offer a comprehensive and focused range of international and local funds so that investors have access to all the strategies they may need, in one place. 

Our goal is to engage with investors and financial advisers to help people reach their financial goals through simplified, yet sophisticated investment solutions. By offering a curated selection of funds and fostering clear communication, we aim to empower investors to make informed decisions about their financial future. 

Curate emphasises transparency and open communication. Investors can find detailed information about each fund, the fund manager and their investment approach, on the Curate website at curate.co.za.