/ Our South African Track Record
Our Track Record
Our Track Record Proven long-term track record of superior returns in portfolios

We have a long record of superior returns in portfolios. To measure our returns over time, we have formed a composite of our Regulation 28 compliant portfolios. These tend to have similar mandates because of the need to meet the Prudential Investment Guidelines. Our long-term track record shows that our domestic equity stock selection consistently beats the All Share Index:

Long term capital growth portfolios

Periods to 31 December 2022
LTCG portfolio returns Month Quarter YTD 1 year 3 years 5 years 10 years
Total portfolio -1.1% 6.6% -4.4% -4.4% 7.3% 6.2% 8.8%
Benchmark -2.1% 7.1% -1.4% -1.4% 8.9% 7.4% 9.4%
Portfolio equity -3.4% 11.6% -0.7% -0.7% 7.8% 4.1% 8.1%
CAPPED SWIX All Share -2.8% 12.2% 4.4% 4.4% 10.1% 6.5% 9.2%

* Composite size: R8 535m

* Benchmark notional(FS 40% ALSI, 15% ALBI, 10% Stefcad, 30% MSCI, 5% Global Agg Bond)

Meet the team

Melville Douglas is driven by a team of highly experienced investment professionals based in South Africa and Jersey. The team combines a wealth of knowledge and expertise to create, implement, and monitor a range of prudent investment strategies.

Meet the South African team     Meet the Global team     Meet our Management team