INVESTMENT MANDATES

An investment mandate is a set of instructions laying out how a pool of assets should be invested. They may include instructions on priorities, goals, benchmarks, risk, and types of funds to either be prioritized or avoided.

We offer an extensive range of services and solutions that will help you service your current client base but also allow you to identify new opportunities.  Leverage off the expertise and experience of our dedicated investment team to deliver cost effective solutions that target attractive risk adjusted returns.

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SA Multi Asset Low Equity

INVESTMENT MANDATE
ASISA GUIDELINE:                                           Comparable to SA Multi Asset Low Equity
DESCRIPTION:                                                   Cautious Income Portfolio
PORTFOLIO OBJECTIVE RETURN:               Benchmark: SA CPI + 3%
RISK:                                                                     It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term.
INVESTMENT HORIZON:                               This portfolio is aimed at members who have a medium time horizon (3 years and longer)
TAX CONSIDERATIONS:                                 Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS:             The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
Other regulatory constraints:                      The portfolio is Reg. 28 compliant and suitable for pension investments.

 

SA Multi Asset Medium Equity

INVESTMENT MANDATE
ASISA GUIDELINE:                                           Comparable to SA Multi Asset Low Equity
DESCRIPTION:                                                   Cautious Income Portfolio
PORTFOLIO OBJECTIVE RETURN:               Benchmark: SA CPI + 3%
RISK:                                                                     It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term.
INVESTMENT HORIZON:                               This portfolio is aimed at members who have a medium time horizon (3 years and longer)
TAX CONSIDERATIONS:                                 Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS:             The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
Other regulatory constraints:                      The portfolio is Reg. 28 compliant and suitable for pension investments.

 

SA Multi Asset High Equity

INVESTMENT MANDATE
ASISA GUIDELINE:                                           Comparable to SA Multi Asset Low Equity
DESCRIPTION:                                                   Cautious Income Portfolio
PORTFOLIO OBJECTIVE RETURN:               Benchmark: SA CPI + 3%
RISK:                                                                     It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term.
INVESTMENT HORIZON:                               This portfolio is aimed at members who have a medium time horizon (3 years and longer)
TAX CONSIDERATIONS:                                 Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS:             The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
Other regulatory constraints:                      The portfolio is Reg. 28 compliant and suitable for pension investments.

 

Worldwide Multi Asset Flexible

INVESTMENT MANDATE
ASISA GUIDELINE:                                           Comparable to SA Multi Asset Low Equity
DESCRIPTION:                                                   Cautious Income Portfolio
PORTFOLIO OBJECTIVE RETURN:               Benchmark: SA CPI + 3%
RISK:                                                                     It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term.
INVESTMENT HORIZON:                               This portfolio is aimed at members who have a medium time horizon (3 years and longer)
TAX CONSIDERATIONS:                                 Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS:             The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
Other regulatory constraints:                      The portfolio is Reg. 28 compliant and suitable for pension investments.