A RANGE OF MODEL PORTFOLIOS TAILORED FOR SOUTH AFRICAN INVESTORS Portfolio Comparison Income Portfolio Cautious Portfolio Moderate Portfolio Balanced Portfolio Flexible Portfolio Explore a curated selection of funds designed to meet various risk profiles and investment goals – all rooted in our commitment to long-term value. PORTFOLIODETAIL Regulation 28 Compliant Maximum Equity Target Equity Maximum Offshore Target Offshore Minimum Investment Horizon ASISA Category CITRINEINCOME Yes 10% 5% 45% 5% 3 Years SA MA Income CITRINECAUTIOUS Yes 40% 35% 45% 25% 3 - 5 Years SA MA Low Equity CITRINEMODERATE Yes 60% 50% 45% 28% 5 Years SA MA Medium Equity CITRINEBALANCED Yes 75% 65% 45% 35% 5 - 7 Years SA MA High Equity CITRINEFLEXIBLE No 100% 80% 100% 85% 7+ Years WW MA Flexible + Scroll to see the full table
