The objective of the portfolio is to provide returns to investors seeking to increase risk in their portfolios with attractive returns. The portfolio will not be constrained by strategic asset allocation benchmark considerations and returns are likely to be volatile.
Why choose this fund?
The fund is not constrained by benchmark considerations so its focus is on creating attractive returns for investors who are willing to take on risk. Asset allocation takes the views of Denker Capital’s experienced investment team into account.
B.Comm. (Honours), CA(SA), CFA®
1 August 2017
Lump sum R10,000
Debit order R500
CPI + 5%
Investors in this portfolio can afford to take on a higher level of risk because of their investment time horizon or appetite for risk. They are willing to invest for the long-term and are prepared to tolerate some volatility in the short term, in anticipation of the higher returns expected in five years or beyond.