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Balanced Portfolio

Objective:

The Balanced 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: 30 September 2018 1 year 3 years 5 years 10 years Since
Inception1
Centaur Balanced Composite 2.2% 6.5% 10.0% 16.5% 21.6%
Benchmark2 2.9% 6.0% 8.2% 12.1% 13.2%
Relative to Benchmark -0.6% 0.5% 1.8% 4.4% 8.4%
. . . . .
Std deviation3 – Balanced Composite 6.5% 7.0% 7.3% 8.7% 11.3%
Std deviation3 – Benchmark 7.6% 7.8% 7.5% 9.3% 10.7%

Balanced Composite vs Benchmark

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