Portfolio Management
Model Portfolios – Tactical Range
Tactical Conservative
Our tactical conservative portfolio seeks to provide a total return in terms of both income and capital growth over the medium term and aims to outperform cash, as measured by FinEx Money Deposit 90 Days, by a margin of 2% over a one- year rolling period.
Tactical Growth
Our tactical growth portfolio seeks to provide capital growth over the medium term and aims to outperform cash, as measured by FinEx Money Deposit 90 Days, by a margin of 3% over a one- year period.
Tactical Aggressive
Our tactical aggressive portfolio aims to achieve capital growth and outperform cash, as measured by FinEx Money Deposit 90 Days, by a margin of 4% over a one- year period.
Tactical Income
Our tactical income portfolios seeks to provide a return in terms of income over the medium term and aims to outperform cash, as measured by the published rate of the Consumer Prices Index (CPI) by a net yield of 1%.
Generic Risk Controls
- No one fund may consist of a greater amount than 15% of a Portfolio
- Funds will be regularly reviewed- at least monthly and may be more frequently as dictated by prevailing Markets
- Re-balancing will be carried out every quarter
- No fund or holding will be selected for a Model without the unanimous agreement of the Investment Committee
- As liquidity is a concern, all financial instruments or funds will only be chosen if they can be traded weekly. Otherwise they will not form part of a Model Portfolio.
