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Balanced Portfolio

Fund Description:

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


Balanced Composite vs Benchmark

As at: 31 December 20191 year3 years5 years10 yearsSince
Inception1
Centaur Balanced Composite11.0%5.8%6.6%14.5%20.6%
Benchmark29.4%6.8%6.0%11.1%12.7%
Relative to Benchmark1.6%-1.1%0.6%3.4%7.9%
.....
Std deviation3 – Balanced Composite7.5%6.7%7.1%7.6%11.1%
Std deviation3 – Benchmark7.3%7.7%7.8%8.2%10.5%
Source: Bloomberg, Centaur, as at 31 December 2019.
Past performance is not a reliable indicator of future returns. Investment performance is gross returns before fees and is for illustrative purposes only. Annualised return is weighted average compound growth rate over the period measured.