A RANGE OF MODEL PORTFOLIOS TAILORED FOR SOUTH AFRICAN INVESTORS

KEY FACTS

The objective of this portfolio is to provide investors with conservative capital growth with a focus on capital preservation. The portfolio aims to generate return of CPI +2-3% p.a. over any rolling 3-5-year period and is suitable for low risk investor as it is limited to a maximum of 40% exposure to 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 are a complimentary mix of investment styles and objectives.There is an equal focus on capital protection and investment growth.

The portfolio adheres to the guidelines set by Regulation 28.