Individual Investors

First Avenue launched its First Avenue SCI* General Equity Fund in March, 2011. The First Avenue SCI Focused Quality Fund was launched in 1991. The First Avenue SCI General Equity Fund (B1 class) and First Avenue SCI Focused Quality Fund (A class) are accessible through the Sanlam Glacier, Momentum Wealth and Investec platforms which are used by most financial advisors.

Our strategy is one of simple but strong intentions: valuation-driven equity investment management. All of our products are managed according to one investment philosophy and process.

Should you be interested in a global, multi-asset or income offering, see the strategies and links below from our partner business Northstar Asset Management.



View our latest Fund Factsheets.

Note: SCI refers to Sanlam Collective Investments

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South African Funds

Latest Allocation
(As at 29 February 2024)

  • Fixed Income
  • Cash
  • Equity
  • Alternatives
  • Fund
  • Objective
  • Risk Profile
  • Allocation
  • The Horizon
  • More Information
  • First Avenue SCI Focused Quality Fund

    Substantial capital growth over the long-term with due regard for absolute risk by out-performing the market index by 3% p.a. over rolling 3 year periods.

    High

    5-7 Years

    View Factsheet
  • Northstar BCI Income Fund

    Regular and stable income. Managed in accordance with Regulation 28.

    Low

    1-3 Years

    View Factsheet
  • Northstar BCI Managed Fund

    Moderate to high long-term returns. Managed in accordance with Regulation 28.

    Medium

    5 Years +

    View Factsheet

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Global Funds

Latest Allocation
(As at 29 February 2024)

  • Fixed Income
  • Cash
  • Equity
  • Alternatives
  • Fund
  • Objective
  • Risk Profile
  • Allocation
  • The Horizon
  • More Information
  • Northstar Global Income Fund (USD)

    Provide capital stability and regular and stable income in the Global Market.

    Low Medium

    3 Years +

    View Factsheet
  • Northstar Global Flexible Fund (USD)

    Long-term capital growth by investing in various asset classes, predominantly in equity.

    Medium High

    7 Years +

    View Factsheet
  • Northstar BCI Global Flexible Feeder Fund (ZAR)

    Long-term capital growth by investing in various asset classes, predominantly in equity.

    Moderate Aggressive

    7 Years +

    View Factsheet
  • Northstar BCI Global Flexible Fund (ZAR)

    Long-term capital growth by investing in various asset classes, predominantly in equity.

    Moderate Aggressive

    7 Years +

    View Factsheet