Portfolio outcomes
Global diversification
Capital preservation
Capital growth
Investment horizon
3 to 7 years
Risk
Medium to extra high
Global investments and your portfolio
Our global investments are suitable if you are looking for an offshore investment solution that has a clear outcome. The underlying investments within each investment are spread across the world and allocated to multiple mandates and strategies. This leads to a high level of diversification, which means each portfolio can either be owned on its own or alongside other investments. The portfolios target specific outcomes and are designed to suit different risk and return profiles.
Global portfolio range
Enhanced Global
Equity
Extra high risk
5 to 7 years
Enhanced Global
Bond
High risk
3 to 5 years
Classic Global
Equity
Extra high risk
5 to 7 years
Classic Global
Bond
High risk
3 to 5 years
Target Global
Equity
Extra high risk
5 to 7 years
Target Global
Bond
High risk
3 to 5 years
Flexible Global
Active Balanced
Extra high risk
5 to 7 years
Flexible Global
Passive Equity
Extra high risk
5 to 7 years
Flexible Global
Passive Bond
High risk
3 to 5 years
Global Money
Market
Medium to high risk
7 years
Our investing philosophy and process
Our success is measured with the frequency with which we deliver on our targeted investment outcomes.
Outcome-based investing
We place your investment needs at the centre
of our investment process so that your
financial goals are aligned to your investment
outcomes.
Responsible investing
We define responsible investing (RI) as an investment process that includes environmental, social and governance (ESG) factors into our process. Issues like increasing regulation, the growing need for risk mitigation and a heightened social conscience can be addressed by integrating ESG factors into our investment process.
Rules and regulations
Our global portfolios are complaint with Regulation 28 of the Pension Funds Act.
Financial Sector Conduct
Authority (FSCA)
We are licensed with the FSCA and comply to the market conduct regulations stipulated by the FSCA.
Association for Savings and
Investment South Africa (Asisa)
Our governing body, Asisa, provides best practice guidelines to make sure the investor is the focal point of everything we do.
Our portfolio manager
Mohammed Sibda
Portfolio manager
Senior Portfolio Manager
Industry experience: 20 years
