What we stand for

Our Commitment

Our promise to you

Our Mandate

To foster a culture of saving and investment through education and innovative solutions that allow everyone access to the capital markets.

Our Mission

To create and enhance wealth for all by providing innovative investment solutions and world-class customer service.

Our Vision

To be the leader in investment management and wealth creation in the region.

our core values

We are your Partners for Life, committed to providing you with unrivalled customer service and tailored investment solutions to strengthen your financial legacy.

Core Value


We guide our actions by the principles of trust, honesty, fairness and ethical standards.

Core Value


We treat our employees, unitholders and other stakeholders in a courteous, caring and dignified manner.

Core Value

Performance Excellence

We ignite the passion of our employees to deliver value to our unitholders, achieve organisational sustainability and enhance personal growth and development.

Core Value


We are industry trailblazers who shape future corporate behaviour and performance through advanced technological practices, corporate and social responsibility, and product innovation and diversification. Our leaders inspire, motivate, influence, empower and engage employees at all levels to achieve our performance targets.

Core Value

Robust Corporate Governance

We continuously enhance our Corporate Governance framework and processes through effective board oversight, a strong risk management culture and transparent systems.