ABSOLUTE RETURN

The Ngwedi Absolute Return solution aims to outperform inflation (CPI) + 3% per annum over rolling 3-year periods with a minimal risk of capital losses over a 12-month period.  This solution invests in local and offshore fixed income assets, property, equities, preference shares and unlisted instruments to meet the investment objectives. We actively implement interest rate and asset allocation views to generate income and capital growth. Derivatives can be used to enhance downside protection but are not a permanent feature of the solution.

 

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WHO SHOULD INVEST

Investors who seek to generate long-term capital growth with a high level of current income at a reasonable level of risk

INVESTMENT UNIVERSE

Local and offshore money market and fixed income securities, listed preference shares, listed property, equities and derivatives

MANDATE CATEGORY

South African – Multi Asset – Low Equity

 INVESTMENT VEHICLES

Segregated Mandate, Life Portfolio, Unit Trust (Coming Soon)

RISK INDICATOR

INVESTMENT TERM

RISK BENCHMARK

South African Inflation (“CPI”) + 3% over rolling 3-year periods

 COMPLIANCE

CISCA, Regulation 28, Medical Schemes, Long-Term Insurance