A RANGE OF MODEL PORTFOLIOS TAILORED FOR SOUTH AFRICAN INVESTORS

KEY FACTS

The objective of this fully flexible portfolio is to deliver long term capital growth through equity centric investments. The portfolio invests in a combination of local and international investments across all asset classes. The portfolio aims to generate a return of CPI +6% p.a. over any rolling 7-10-year period and is aimed at the high risk investor as it may unvest up to 100% in equities and up to 100% offshore.

The portfolio does not adhere to the guidelines set by Regulation 28 and is suitable for discretionary savings of investors that have a long term time horizon.