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INVESTMENT MANDATES
An investment mandate is a set of instructions laying out how a pool of assets should be invested. They may include instructions on priorities, goals, benchmarks, risk, and types of funds to either be prioritized or avoided.
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SA Multi Asset Low Equity
INVESTMENT MANDATE
ASISA GUIDELINE:Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Comparable to SA Multi Asset Low Equity
DESCRIPTION: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Cautious Income Portfolio
PORTFOLIO OBJECTIVE RETURN:Â Â Â Â Â Â Â Â Â Â Â Â Â Benchmark: SA CPI + 3%
RISK: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term.
INVESTMENT HORIZON: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â This portfolio is aimed at members who have a medium time horizon (3 years and longer)
TAX CONSIDERATIONS: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS:Â Â Â Â Â Â Â Â Â Â Â The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
Other regulatory constraints: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â The portfolio is Reg. 28 compliant and suitable for pension investments.
SA Multi Asset Medium Equity
INVESTMENT MANDATE
ASISA GUIDELINE:Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Comparable to SA Multi Asset Low Equity
DESCRIPTION: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Cautious Income Portfolio
PORTFOLIO OBJECTIVE RETURN:Â Â Â Â Â Â Â Â Â Â Â Â Â Benchmark: SA CPI + 3%
RISK: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term.
INVESTMENT HORIZON: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â This portfolio is aimed at members who have a medium time horizon (3 years and longer)
TAX CONSIDERATIONS: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS:Â Â Â Â Â Â Â Â Â Â Â The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
Other regulatory constraints: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â The portfolio is Reg. 28 compliant and suitable for pension investments.
SA Multi Asset High Equity
INVESTMENT MANDATE
ASISA GUIDELINE:Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Comparable to SA Multi Asset Low Equity
DESCRIPTION: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Cautious Income Portfolio
PORTFOLIO OBJECTIVE RETURN:Â Â Â Â Â Â Â Â Â Â Â Â Â Benchmark: SA CPI + 3%
RISK: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term.
INVESTMENT HORIZON: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â This portfolio is aimed at members who have a medium time horizon (3 years and longer)
TAX CONSIDERATIONS: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS:Â Â Â Â Â Â Â Â Â Â Â The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
Other regulatory constraints: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â The portfolio is Reg. 28 compliant and suitable for pension investments.
Worldwide Multi Asset Flexible
INVESTMENT MANDATE
ASISA GUIDELINE:Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Comparable to SA Multi Asset Low Equity
DESCRIPTION: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Cautious Income Portfolio
PORTFOLIO OBJECTIVE RETURN:Â Â Â Â Â Â Â Â Â Â Â Â Â Benchmark: SA CPI + 3%
RISK: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â It has a Conservative to Moderate risk profile and is suitable for investors seeking to preserve capital over the short to medium term.
INVESTMENT HORIZON: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â This portfolio is aimed at members who have a medium time horizon (3 years and longer)
TAX CONSIDERATIONS: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Tax efficient funds will be used where appropriate, but as the portfolio is available for both discretionary and contractual products, this will not be at the expense of returns.
REGULATORY CONSIDERATIONS:Â Â Â Â Â Â Â Â Â Â Â The portfolio will only invest in regulated collective investment schemes domiciled in South Africa.
Other regulatory constraints: Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â Â The portfolio is Reg. 28 compliant and suitable for pension investments.