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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.

Download Composite Details here (pdf):
Centaur Composite Performance Table.pdf


As at: 31 March 2018 1 year 3 years 5 years 10 years Since
Inception1
Centaur Balanced Composite 1.8% 6.5% 11.7% 16.5% 22.2%
Benchmark2 11.6% 6.4% 10.5% 11.6% 13.7%
Relative to Benchmark -9.8% 0.1% 1.3% 4.9% 8.6%
Std deviation3 – Balanced Composite 5.6% 6.9% 7.3% 8.8% 11.3%
Std deviation3 – Benchmark 7.4% 7.6% 7.7% 9.5% 10.7%

 

Balanced Composite vs Benchmark