Our model portfolios blend rigorous macro research with disciplined fund selection. Each strategy targets a specific risk-return outcome over its recommended horizon.
Five mandates ranging from income preservation to aggressive growth, constructed from South African equities, bonds, property, and alternatives — with judicious offshore exposure where the mandate allows.
Capital preservation and consistent income for investors drawing down or within five years of retirement. Weighted to high-quality fixed income and income-generating property.
Stability-focused with limited equity exposure for modest real growth above inflation. Suited to retirees or those within three to seven years of drawing income.
Diversified blend of equities, bonds, property, and alternatives targeting inflation-beating returns with manageable drawdowns. Suited to a 5–10 year horizon.
Equity-tilted for long-horizon capital growth, blending local and offshore equity exposure with alternatives for diversification. Best suited to a 7–15 year horizon.
Maximum equity exposure supplemented by private equity and venture capital allocations. For long-horizon investors willing to tolerate short-term volatility. 15+ year horizon.
Returns shown are net of underlying fund fees, gross of advisor fees. Past performance is not a reliable indicator of future results. All figures as at 31 March 2026 — illustrative placeholder data.
Three mandates built for global diversification and rand-hedging. Performance reported in USD with rand-adjusted returns available from your advisor on request.
Hard-currency income through global investment-grade bonds, short-duration credit, and REITs. For investors wanting USD-denominated cashflow or preservation.
Conservative multi-asset mandate with meaningful global bond allocation and measured equity exposure. For hard-currency stability with modest real growth.
Equity-dominant global portfolio spanning developed and emerging markets, with allocations to global tech, healthcare, and selected private market funds.
Returns shown in USD, net of underlying fund fees, gross of advisor fees. Past performance is not a reliable indicator of future results. All figures as at 31 March 2026 — illustrative placeholder data.