Launch date 1 March 2019
General investment objective Balanced Income Assets
Risk profile Medium/High Risk
This is a portfolio designed for investors wishing to have no more than 60% allocation to pure equities and balanced allocation to bonds and property in a suitable risk adjusted mixture of passive and active investments within a balanced income mandate.
This portfolio aims to generate growth in ZAR of CPI plus 2% or more over the long term.
This portfolio is available in both TFSA and RA accounts.
ASISA South African MA Medium Equity
Initial Bundle Fee 1.4%
Bundle Renewal Fee 1.4%
Check out Galileo Capital HERE
Each managed portfolio (Bundle) carries its own risk number. Take your Riskalyze assessment HERE
View the factsheet HERE
|Benchmark||ASISA South African MA Medium Equity|
|Minimum Time Horizon|
|Last 3 Months||N/A|
|Last 6 Months||N/A|
|Last 12 Months||N/A|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||10.79%|
|3 Year Volatility||14.02%|
Here is a list of companies/ETFs that make up this bundle.