Together with Morningstar Investment Management (Pty) Ltd, we have established a range of investment portfolios that will facilitate the active management of our clients’ portfolios. This follows a strict process whereby investments are managed by an Investment Committee of specialists with proven track records. In their selection of unit trusts, the investment committee aims to achieve an appropriate degree of diversification while combining the investment expertise of quality investment managers.

All portfolios are subjected to rigorous qualitative and quantitative analysis when selecting underlying unit trust funds. The portfolios are managed to meet the needs of end-investors while taking the investment landscape into account.

Model portfolios provide you with many benefits in terms of flexibility, liquidity and transparency.

We negotiate reduced fees on the underlying funds where possible to ensure that our clients benefit from cost-effective portfolios.

SOUTHWOOD BALANCED PORTFOLIO

The Southwood Balanced Portfolio has been created for Southwood Financial Planning.  The objective of this multi-asset portfolio is to provide investors with long-term capital growth. The portfolio aims to generate a return of CPI + 4-5% p.a. over any rolling 5 to 7-year period and maintains a moderate-high risk profile as it may invest up to 75% in equities.

The portfolio is compliant with Regulation 28 of the Pension Funds Act which restricts offshore investments to 45% of the portfolio.

The portfolio is cost conscious, although it has the flexibility to use active management where it may add the most value in a risk-adjusted manner.