About the Manager and Strategy

RISK
50-90

Launch date                                      1 March 2019

General investment objective        Balanced Income Assets

Risk profile                                        Medium/High Risk

 

Investment Strategy:

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.

Investment Objective:

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.

Benchmark:

ASISA South African MA Medium Equity

Fees:

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

 

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Bundle Information

RA Investable YES
Launch Date 2019/02/28
Benchmark ASISA South African MA Medium Equity
Minimum Time Horizon
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 1.40%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 1.40%

Performance

* Performance quoted excludes management / bundle fee's
May 2021 N/A
Last 3 Months N/A
Last 6 Months N/A
YTD N/A
Last 12 Months N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 14.02%
1 Year Volatility 10.79%
3 Year Volatility 14.02%
Best Month 9.47%
Worst Month -12.46%
Maximum Drawdown -19.94%

Sector Allocation

Asset Allocation

Bonds %
Property %
Cash %
Local Equity %
Foreign Equity %

Constituents

Here is a list of companies/ETFs that make up this bundle.