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1 October 2024 
16 September 2024 
2 September 2024 
12 August 2024
Your investment type is Moderately Conservative (2/5)
Long term average
Best case outcome
Worst case outcome
*We estimate a % average annual return, which is not guaranteed.
*Past performance is not a guarantee of future performance
See how your investment should grow if you invest R
and R
monthly for
years
A conservative investment strategy can be described as a low-risk investment with the objective of generating above-inflation growth over a 3-year period. A conservative portfolio is comprised of stable and income funds.
A moderately conservative investment strategy can be described as a low to medium-risk investment with the objective of generating above-inflation growth over a 3 to 5-year period. A moderately conservative portfolio is comprised of stable and medium-equity funds.
A moderate investment strategy can be described as a medium-risk investment with the objective of generating growth well above-inflation over a 5 to 7-year period. A moderate portfolio is comprised of balanced and worldwide funds to achieve its investment objective.
A moderately aggressive investment strategy can be described as a medium to high-risk investment with the objective of generating returns well above inflation over the medium to long-term. A moderately aggressive portfolio is comprised of balanced and flexible funds.
An aggressive investment strategy can be described as a high-risk investment with the objective of generating maximum returns attainable from equity markets (shares) over the long-term. An aggressive portfolio is comprised of equity and value funds with exposure to both SA and offshore equity markets.
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Our Service Offering
Financial Planning
Lifestyle financial planning tailor-made for you
Investment Management
Portfolio management, market updates and quarterly reviews
Offshore Investing
Offshore portfolio structuring and management
Estate Planning
Planning for your legacy and loved ones
Income Planning
Transitioning from employment income to retirement income
Tax Planning
Structuring your investments for optimal tax efficiency
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What to expect from your portfolio manager
- Diligent assessment of your investment goals and requirements before offering best independent advice to meet those requirements
- Comprehensive, up-to-date financial advice and holistic financial planning where required
- A personalised, tailor-made, risk-adjusted portfolio to meet your investment objectives
- Benefit from access to the best financial planning tools, fund analysis tools and fund calculators to provide accurate, complete planning and monitor and compare fund performance
- Monitoring your investment portfolio and making certain that you are invested in the most appropriate assets to meet your investment goals
- Regular investment reviews, occurring quarterly, with bi-annual and annual reviews. Recommended adjustments are applied where necessary
Look forward to
- 24/7 access to your online account
- Bi-monthly newsletters focusing on market events and their impact on market views Access to your dedicated team during working hours
- Client Portfolio Manager, Client Services Manager, Managing Director – for financial market queries and advice or administrative queries and requests
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