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
| 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
