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Balanced Portfolio

Objective and Benchmark:

This portfolio is designed for an investor who seeks long term market beating returns with a lower degree of volatility than an equity only portfolio.

In addition to a core portfolio of equities it also holds interest bearing instruments such as government bonds and listed property units.

Benchmark: 32.5% ALSI (J203T); 32.5% FINDI (J250T); 30% All Bond Index; 5% cash.

Suitability:

Ideally suited to the retired individual or someone who intends retiring.

Fees:

Fees (ex-VAT): A management fee of 2.0% per annum up to the first R1 million is charged and 1.5% for all amounts above R1 million.

Composite details are available here:(pdf)


As at: 31 December 2017 1 year 3 years 5 years 10 years Since
Inception1
Balanced Composite 9.1% 8.3% 13.8% 15.9% 22.7%
Benchmark2 17.4% 8.8% 11.6% 11.6% 14.0%
Relative to Benchmark -8.3% -0.6% 2.2% 4.2% 8.7%
                   
Std deviation3 – Balanced Composite 6.2% 7.1% 7.2% 10.1% 11.4%
Std deviation3 – Benchmark 7.0% 7.7% 7.6% 10.4% 10.7%

 

Balanced Composite vs Benchmark