Balanced Portfolio

OBJECTIVE AND BENCHMARK:

This tax efficient 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:

Suited to the retired individual or someone who intends retiring within three years.

An ideal retirement vehicle with a monthly income being paid out of the portfolio. 

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: 30 JUNE 2017 1 Year 3 Years 5 Years 10 Years Since
Inception
Balanced Composite

7.2%

8.3% 15.5% 14.9% 22.9%
Benchmark 2.1% 5.7% 11.9% 10.6% 13.5%
Relative to Benchmark 5.1% 2.6% 3.6% 4.3% 9.4%
           

Std Deviation Balanced Composite

7.0% 7.5% 7.4% 10.5% 11.5%
Std Deviation Benchmark 6.7% 7.6% 7.7% 10.5% 10.9%

Balanced Composite vs Benchmark

  • ALSI
  • Benchmark
  • Balanced

Benchmark: 32.5% ALSI; 32.5% FINDI; 30% ALBI; 5% Cash

Based to 100 on 30 September 2000
Performance is presented before fees.
Past performance is no guarantee of future performance.