GLOBAL BALANCED

The Ngwedi Global Balanced solution allows our clients to invest in a diversified combination of domestic and offshore securities.  The solution aims to outperform inflation (CPI) + 5% per annum over a 3-year rolling period, with steady growth in income and capital. The solution aims to create long-term wealth for investors and outperform the average return of similar offerings without assuming any more risk. We actively manage the asset allocation of this solution, relative to strategic benchmark weights, to generate inflation-beating returns. The exposure to the underlying asset classes is typically managed via alpha transport techniques to deliver consistent and predictable outperformance relative to passive exposures.

 

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WHO SHOULD INVEST

Investors who seek to generate long-term capital growth and who wish to have high exposure to riskier asset classes such as equities

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 – High Equity

 INVESTMENT VEHICLES

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

RISK INDICATOR

INVESTMENT TERM

RISK BENCHMARK

South African Inflation (“CPI”) + 5% over rolling 3-year periods

 COMPLIANCE

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