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MULTIVEST PORTFOLIOS WITH OLD MUTUAL

 

MULTIVEST CAUTIOUS INCOME PORTFOLIO

The Multivest Cautious Income portolio is a wrap fund which aims to outperform SA CPI+2% over a rolling 2 year period and is comparable to the ASISA Low Equity Sector. It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term. It will invest only in regulated Collective Investment Schemes domiciled in South Africa and is Regulation 28 compliant, thus suitable for pension investments.

MULTIVEST BALANCED INCOME PORTFOLIO

Multivest Balanced Income portolio is a wrap fund which aims to outperform SA CPI+4% over a rolling 4 year period and is comparable to the ASISA Medium Equity Sector. It has a Moderate risk profile and is suitable for investors seeking to preserve and accumulate capital over the medium to long term. It is not suitable for those seeking capital protection over the short term or aggressive accumulation of capital. It invests only in SA regulated Collective Investment Schemes and is Regulation 28 compliant, thus suitable for pension investments.

MULTIVEST BALANCED GROWTH PORTFOLIO

The Multivest Balanced Growth portolio is a wrap fund which aims to outperform SA CPI+6% over a rolling 6 year period and is comparable to the ASISA High Equity Sector. It has a Moderate to Aggressive risk profile and is suitable for Individuals seeking to aggressively accumulate capital over the long term. It is not suitable for those seeking capital protection over the short term. It will invest only in regulated CollectiveInvestment Schemes domiciled in South Africa and is Regulation 28 compliant, thus suitable for pension investments.

MULTIVEST LONG-TERM GROWTH PORTFOLIO

The Multivest Long TermGrowth portolio is a wrap fund which aims to outperform SA CPI+7% over periods longer than 7 years and is comparable to the ASISA WorldWide Flexible Sector. It has an Aggressive risk profile and is suitable for Individuals seeking to aggressively accumulate capital over the long term. It is not suitable for those seeking capital protection over the short term. It will invest only in regulated CollectiveInvestment Schemes domiciled in South Africa, but is not Regulation 28 compliant thus can at times have large offshore exposure.

MULTIVEST RETIREMENT INCOME PORTFOLIO

The Multivest Retrement income portolio is a wrap fund which aims to outperform SA CPI+6% over a rolling 6 year period with a smooting overlay, and is comparable to the ASISA High Equity Sector. It has a Moderate to Aggressive risk profile and is suitable for Individuals seeking to aggressively accumulate capital over the long term. It is not suitable for those seeking capital protection over the short term. It will invest only in regulated Collective Investment Schemes domiciled in South Africa and is Regulation 28 compliant, thus suitable for pension investments.