Local Equity & Multi-Asset Portfolios

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Balanced Portfolio

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.

  • Local Balanced PortfolioAsset Allocation
  • Equity55% - 70%
  • Fixed Income15% - 25%
  • Listed Property8% - 15%
  • Total100%

Growth Portfolio

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.

  • Local Growth PortfolioAsset Allocation
  • Equity85% - 95%
  • Fixed Income0%
  • Listed Property5% - 15%
  • Total100%

Bespoke Portfolio

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.

Target Investor

Vision

An investor who is looking to build long-term wealth

Growth

An investor who don’t want to settle for interest rate related returns

Time

Preferably an investor must have a time horizon of more than 3 years

Consistency

An investor who is not afraid of volatility

Personal

An investor can tailor his/her portfolio to their personal needs (liquidity, risk, time horizon etc.)

Minimum Investment

Minimum Investment of R300 000

Management Fee

1% p.a. ex. VAT.

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