A RANGE OF MODEL PORTFOLIOS TAILORED FOR SOUTH AFRICAN INVESTORS

KEY FACTS

The objective of this portfolio is to provide investors with income whilst maintaining a strong focus on capital preservation. The portfolio aims to generate a real return over any rolling 2-year period and maintains a low risk profile as it will not invest more than 10% in equities.

The portfolio is cost conscious, although has the flexibility to use active management where it may add the most value in a risk-adjusted manner. The underlying managers in this portfolio all have a strong focus on capital preservation while delivering a consistent income stream to investors.

The portfolio adheres to the guidelines set by Regulation 28.