Profile CapitalFundamental Investments
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      Profile Capital

      This is an actively managed asset allocation portfolio with a very conservative risk profile. It aims to provide high levels of capital protection by investing primarily in interest-bearing assets, while limited exposure to equity and listed property provides scope for growth in excess of inflation.

      This solution is suitable for investors with a low risk appetite, but who are mindful of the erosive effects of inflation on a cash-only portfolio.

      The portfolio complies with Regulation 28 of the Pension Funds Act.

      STRATEGY DETAILS 

      Benchmark:  Static asset allocation benchmark

      Objective: This low risk portfolio aims for returns in excess of cash, targeting CPI + 3% a year (gross of fees) over the long term. It also aims to preserve capital over any 12-month period.