A RANGE OF MODEL PORTFOLIOS TAILORED FOR SOUTH AFRICAN INVESTORS
The CITRINE Balanced Model Portfolio, actively managed by Morningstar, is designed to deliver long-term capital growth while providing investors with a globally informed and dynamically rebalanced portfolio. The fund targets CPI +5-6% p.a. over any rolling 7-year period, maintaining a high-risk profile with up to 75% equity exposure.
WHY INVEST IN CITRINE BALANCED?
DYNAMIC PORTFOLIO REBALANCING
The fund adapts to market shifts, filtering out noise to position portfolios effectively in an evolving global landscape.
ACCESS TO BEST-IN-CLASS FUND MANAGERS
A carefully curated selection of top fund managers, both in South Africa and Internationally, targets a diversified, high-performing strategy.
PREFERENTIAL FEES
Investors benefit from access to preferential fee structures, boosting long-term returns.
GLOBAL PERSPECTIVE FOR LOCAL INVESTORS
With South Africa representing less than 1% of the investable universe, the fund integrates global macro insights to optimise local investment strategies.
STRONG PERFORMANCE TRACK RECORD
First Quartile Performance over 3, 5, and 7 years
Outperformed 86% of peers over 3 years
Outperformed 95% of peers over 5 years
0.65% cheaper than the category average
KEY FACTS
The objective of this portfolio is to provide investors with long term capital growth through a managed exposure across equities, bonds, cash and offshore investments. The portfolio aims to generate a return of CPI +5-6% p.a. over any rolling 7-year period and maintains a high risk profile as it may invest up to 75% 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 pre-retirement savings.
TARGET ASSET ALLOCATION
