Overview of Prosperity IP Worldwide Flexible Fund of Funds
The Prosperity IP Worldwide Flexible Fund of Funds is diversified across geographic regions, asset classes and fund managers. Its objective is to provide investors with real medium to long-term capital growth from a portfolio that maintains a moderate risk profile. The strategy is to blend the asset allocation with our macro views while taking advantage of irrational pricing across all markets and to select the best funds to enhance our views.
The fund is best suited to investors with a moderate risk profile who require a balanced local and global investment exposure with a conservative bias and capital preservation.
Composite benchmark: 36% JSE All share index, 24% MSCI World Index - in Rands, 12% All Bond Index, 8% JP Morgan Bond Index - in Rands, 12 % Alexander Forbes Money Market, 8% US Overnight Call rate - in Rands.
Strategy of Prosperity IP Worldwide Flexible Fund of Funds
The fund is managed conservatively with an emphasis on capital preservation. The strategy is to blend the asset allocation with our macro views while taking advantage of irrational pricing across all markets and to select the best funds to enhance our views.
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.
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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
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First time investor
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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 March 2012 to March 2022
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