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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 2019 1 year 3 years 5 years 10 years Since
Inception1
Centaur Balanced Composite 11.0% 5.8% 6.6% 14.5% 20.6%
Benchmark2 9.4% 6.8% 6.0% 11.1% 12.7%
Relative to Benchmark 1.6% -1.1% 0.6% 3.4% 7.9%
. . . . .
Std deviation3 – Balanced Composite 7.5% 6.7% 7.1% 7.6% 11.1%
Std deviation3 – Benchmark 7.3% 7.7% 7.8% 8.2% 10.5%
Source: 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.