The local balanced portfolio is a traditional multi-asset, moderate risk portfolio with the majority of the portfolio exposed to equities and the rest in listed property and fixed-income. The investment approach is active in terms of both security selection and asset allocation and the holding period of the investment securities tend to be longer-term. The expected return profile, although lower, is less volatile than traditional equity portfolios and is thus perfectly suited for more risk-averse investors with a medium to long-term time frame. The management of the portfolio is based on our local balanced model portfolio and underpinned by our overarching investment philosophy and houseview.
The local growth portfolio is an aggressive equity portfolio and is therefore suited towards investors with a long term time horizon, who can withstand sustained periods of volatility. The investment approach is active in terms of both security selection and asset allocation and the holding period of the investment securities tend to vary as business profiles and market movements affect share valuations. The management of the portfolio is based on our local growth model portfolio and underpinned by our overarching investment philosophy and houseview.
We offer custom-built share portfolios for private clients. The portfolios can be held in the entity of choice (individual/trust/company). When tailoring a portfolio, the portfolio managers work closely with the investor to determine what type of portfolio will best suit their requirements.
The type and composition of portfolios are vast and can range from conservative portfolios that focus on generating dividend incomes, through to very aggressive equity portfolios that aims to maximise the growth potential.
An investor who is looking to build long-term wealth
An investor who donâ€™t want to settle for interest rate related returns
Preferably an investor must have a time horizon of more than 3 years
An investor who is not afraid of volatility
An investor can tailor his/her portfolio to their personal needs (liquidity, risk, time horizon etc.)