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.
32.5% ALSI (J203T); 32.5% FINDI (J250T); 30% All Bond Index; 5% cash.
Ideally suited to the retired individual or someone who intends retiring.
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
Highest and lowest calendar year performance since inception (as at 30 Jun 2019): High 46.7 Low -20.3.