A RANGE OF MODEL PORTFOLIOS TAILORED FOR SOUTH AFRICAN INVESTORS

KEY FACTS

The objective of this portfolio is to provide investors with moderate capital growth through a managed exposure across equities, bonds, cash and offshore investments. The portfolio aims to generate a return of CPI +3-4% p.a. over any rolling 5-7-year period and is suitable for moderate risk investors as it may invest up to 60% 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 portfolio adheres to the guidelines set by Regulation 28 and is suitable for compulsory or post retirement savings.