Profile CapitalThis 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.
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.