Unconstrained and fully flexible, the Fund aims to maximize long-term total returns (comprising capital growth and
income) by investing across a wide spectrum of asset classes, in both local and foreign markets
Asset allocation decisions are based on a disciplined investment process that considers fundamental drivers,
reasonable valuation and investor behaviour
Equity selection employs a tested investment philosophy focused on investing in reasonably valued companies
receiving positive earnings revisions that are expected to endure
The Ninety One Worldwide Flexible Fund is ideal for South African investors seeking maximum flexibility and offshore investments. It is an unconstrained fund which aims to find the best investment opportunities regardless of geography or asset class.
Benchmark: 35% FTSE/JSE All Share Index (ALSI), 35% MSCI AC World NR (ACWI), 15% Barclays Capital Global Aggregate (BGBA), 15% JSE ASSA All Bond Index (ALBI)
Strategy of Ninety One Worldwide Flexible Fund
The Ninety One Worldwide Flexible Fund aims to maximise total real returns through active and unconstrained management
The Fund’s managers can invest in a mix of local and foreign assets, including equities (e.g. company shares),
cash and bonds (contracts to repay borrowed money which typically pay interest at fixed times)
The Ninety One Worldwide Flexible Fund is unrestricted in its choice of companies either by size, industry or geography
Other investments may include the units of other funds (including foreign funds) and derivatives (financial contracts
whose value is linked to the price of an underlying asset)
Investonline launched in 2009 to provide independent investment advice in a digital age that is forever evolving. By utilising technology and the latest financial planning models, financial planning can now be done from the comfort of your own home or office while still preserving the personal relationship that is at the heart of financial advice.
Each client is serviced by their own personal Client Portfolio Manager, with a support team, to ensure effortless portfolio management and financial planning.
At Investonline, our team’s focus is on working together with our clients to create their personal financial plans by following our digital financial planning process. Our financial planning reports are designed and built around your financial future and the lifestyle you want to lead.
Once we have implemented your financial plan and structured your investment portfolio, we will regularly review both to ensure that you stay on track to achieve your financial goals. This includes making adjustments, when necessary, to either the investment strategy or your personalised plan.
Complete your details using Asset-Map.
Meet with our team using Zoom, MS Teams or in person.
Receive a full financial planning report, investment strategy and structure.
Investing with Investonline is much more than a once-off experience. Our service offering has been constructed to add value to our investors through every step of their financial and retirement journey.
From the time I first connected with Investonline many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Investonline, from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.
Understanding the Client's Needs
Great to deal with a company who went out of their way to understand my specific needs and to explain their reasons for suggesting alternative investments to what I initially was considering. Admin and contact with Investonline has been excellent so far.
First time investor
As a complete stranger to investing large sums of money, the team at Ivestonline where unbelievably professional and my portfolio was created without a glitch. I am super confident of a long and prosperous relationship.
Thank you once again for your excellent service
Thank you once again for your excellent service Stuart. You are always there for us when necessary and we really appreciate your friendly and honest approach and very professional assistance.
We look forward to a long and mutual relationship with you and Investonline.
Richard & Claire, Knysna.
Investonline Portfolio Performance
Actual 10-year performance annualised from Sept 2013 to Sept 2023
Integrity, a strong sense of responsibility, an emphasis on quality, discipline and teamwork inform Investonline’s ethos. It is only with these beliefs that we can offer a truly professional service that encompasses independent advice, denotes transparency and translates into fair fees.
In our business, we place the highest value on Trust, Respect, Passion, Dedication, Performance, Research and Learning.
We work towards Investonline being a happy and productive workplace that benefits our clients. We encourage independence and accountability, best practice, reward achievement and work tirelessly to deliver client service that makes us proud.
We’d like to hear from you.
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