​As a Category 2 Financial Service Provider (FSP), Oakleaf Capital can act as a discretionary portfolio manager and construct share portfolios and make specific investment strategies via Segregated Portfolios. These Segregated Portfolios are modeled on either of 2 funds, the Value Fund or the Growth Fund. These are designed for clients with a minimum of R200,000 to invest with a full ‘look through’ to the underlying shares used to construct the investment strategy. In addition to the Model Portfolio Strategies, Segregated Portfolio can be further customised to a client’s personal objectives and considerations. Segregated Portfolios offer Direct Ownership, Portfolio Flexibility, Transparency and Customised reporting.​