Medical Scheme Partner
An investment partner of choice for Medical Schemes
Medical Schemes are subject to the restrictions laid out in Regulation 30 of the Medical Schemes Act 131 of 1998. This states that Medical Schemes may not have exposure to foreign equity, and are limited to 40% exposure to local equity.
This makes it challenging for medical aid funds to combat the increasingly erosive impact of health inflation that generally tends to be higher than total CPI.
As specialists in active asset allocation, Macro Strategy Investments tailors risk-adjusted portfolios to meet the specific needs of our clients. We integrate a top down analysis of the macroeconomic environment with a bottom up valuations analysis in order to identify and take advantage of opportunities in the market while managing downside risk.
The flexibility to move freely between asset classes as and when market conditions change means that we have the agility to strategically and tactically address the pressing issue of medical aid inflation within the conservative mandates of these investments.
Already heavyweights in the Medical Scheme investment arena, we currently manage over R1 billion of assets under management in segregated accounts specifically for medical scheme-related clients. For more information, or to set up a meeting, please , or call her on 021 504 4257.
Please read our brochure on active asset allocation for medical schemes for an overview of our capabilities.
The graph below bears testimony to the ability of MSI to outpace inflation over the long term.
