The objective of the portfolio is to provide attractive risk adjusted returns to the investors, by investing across a wide range of assets, both locally and internationally. The portfolio will avoid unnecessary, or diversifiable, macroeconomic risk and aims to earn the available risk premiums expected from the various asset classes over the long-term.
Why choose this fund?
- The portfolio is managed to avoid unnecessary macro-economic risk, so should have less volatility than other multi asset high equity funds.
- We try to limit erratic returns by aiming to earn the available risk premiums expected per asset class over the long term.
- Regulation 28 compliant.
B.Comm. (Honours), CA(SA), CFA®
2 May 2017
Lump sum R10,000
Debit order R500
Composite index: 60% ALSI CAPI; 15% STeFi, 15% MSCI World; 10% US 10 Yr Treasury
In this portfolio, capital growth is important and results in a higher allocation to equities. The portfolio may display capital fluctuations over the shorter term, however, volatility levels should be lower than a pure equity fund. While diversified, this portfolio is tilted more towards equities and other risky asset classes to ensure risk adjusted returns.