Stonevest was founded with the aim of providing investors access to investment opportunities in properties traditionally reserved for institutions or the very wealthy. Although its investment plans were patterned on those of several large institutions, they differed in one important regard - the portfolio would be restricted to high quality commercial, retail and residential properties to enhance optimal management. The management of Stonevest has been involved in the investment and property industry for the past 15 years. Over the said period they have gained in-depth knowledge about the different property investment models and have seen not only the potential of the industry as an investment vehicle for potential clients, but also the highs and lows and pitfalls which the different investment companies have experienced. We at Stonevest believe that with the experience gained, we can bring a product to the market that will give the brokers and clients the stability and longevity expected of a good property investment. Our products are put together with honesty and integrity and will differentiate between the risk of commercial, industrial and retail buildings to that of development opportunities. Stonevest Staff Vision To be the property investment choice of the astute value investor. To offer exclusive and selective investment opportunities in the property related market. Creating wealth for all our stakeholders through sound property investment products. To be transparent, dynamic and ethical through innovative and sustainable products whilst providing outstanding service levels. To create inflation-beating investment products. To create investment products that will outperform market indicators on an annual basis. Mission Delivering continuous, stable and competitive return on investments in the focused investment asset class of the investment fund, namely property related investment opportunities. Striving for equilibrium between value opportunity and financial acumen. Value System To exercise proper and considered financial judgment, risk insight, expertise, investment principles and intelligence in all dealings on behalf of investors. To employ experienced and innovative investment processes and strategies in the selection of sound investment opportunities that would offer proper value and competitive returns. Catering for the selected investor that is comfortable to invest for a medium to longer term and that understand that exceptional investment growth requires skill and time. Offering an investment alternative that focuses on niche market selective investment opportunities and exceptional performance results, thereby creating respected exclusivity. Balancing the core investment principles of capital preservation, competitive income return as well as treasured capital growth Honesty Fairness Integrity Maintain high ethical standards Commitment Dedicated to our vision, mission and values Accountability Personal responsibility for actions and commitments Make a difference Innovation Creative thinking for better solutions Faith An optimistic expectation and trust in the company Acceptance Honor diversity Team Support each other to accomplish our company goals Goals and Objectives The strategic goals of Stonevest will be to establish a national brand name and be a preferred product provider with financial brokers and advisors. By adhering to its set values Stonevest is striving to become one of the leading property investment companies in South Africa. Company Details Company name : Stonevest (Pty) Ltd Registration Number: 2008/016832/07 VAT number : 4680250166 FSB Registration FSP name : Stonevest CC FSP number : 29432 Registration Number: 2000/013888/23 Fund Managers FSP name : Insight Capital FSP Number : 24198 Attorneys Name : Bill Tolken Hendrikse Inc Registration Number : 1996/010313/21 Name : Puwani Padayachi Marais Inc Registration Number: 2000/027214/21 Auditors Name : Rademeyer Wesson Chartered Accountants Registration Number: 2008/016832/07 Practice Number : 935123 Compliance Officers Name : Assent Legal Solutions Property Valuators Stonevest will only use professional registered valuators. These valuators will differ from region to region. Valuators will not be employees of the Stonevest group.