SA MULTI ASSET HIGH EQUITY
DESCRIPTION: Balanced Growth Portfolio
PORTFOLIO OBJECTIVE RETURN: Benchmark: SA CPI + 5-7%%
RISK: This portfolio is suitable for Individuals with a moderate to aggressive risk profile seeking to aggressively accumulate capital over the long term. It is Not suitable for those seeking capital protection over the short term.
INVESTMENT HORIZON: This portfolio is aimed at members who have a Long-term view (5 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.
The portfolio is Reg. 28 compliant and suitable for pension investments.