2025 has been a masterclass in market unpredictability. From tariff war shockwaves and inflation surprises to style rotations and emerging market rallies, investors have faced a barrage of challenges. Yet through it all, our Index Solutions Defensive A, Balanced A, and Worldwide Growth A managed ETF portfolios have delivered clarity, consistency, and confidence.
Here’s how each portfolio responded—and why they’re built to thrive in uncertainty.
🛡️ Defensive ETF Portfolio: Stability Without Sacrificing Growth
Designed for cautious investors, the Defensive A Portfolio delivered:
- 13.91% return over 1 year, strong consistency
- 16.19% annualised over 3 years, outperforming its benchmark by over 4%
- 12.58% over 5 years, with lower volatility than traditional balanced funds
Its blend of Namibia Bonds, S&P 500 InfoTech, and Gold ETFs provided a steady hand through inflation whiplash and sector shakeups.
⚖️ Balanced ETF Portfolio: Growth with Guardrails
For those seeking higher equity exposure, the Balanced A Portfolio offered:
- 16.92% return over 1 year, beating its benchmark by 1.7%
- 18.61% annualised over 3 years, outperforming by over 5%
- 13.69% over 5 years, with strong consistency
Its allocation to S&P 500 InfoTech, India, China, and Eurostoxx 50 ETFs captured global momentum, while domestic bonds and gold added resilience.
🚀 Worldwide Growth ETF Portfolio: Aggressive Worldwide Exposure
For long-term investors comfortable with volatility, the Worldwide Growth A Portfolio brought global diversification and high-conviction positioning:
- 11.43% return over 1 year, with strong upside potential
- 20.63% annualised over 3 years, crushing its benchmark
- 13.20% over 5 years, with standout 10-year performance of 12.42%
With 73% foreign equity exposure, including S&P 500 InfoTech, India, China, and Eurostoxx 50, this portfolio captured the emerging markets rally and tech rebound with precision.
🔍 Why These Portfolios Work
All three portfolios are built using our proprietary quantitative ETF screening engine, ensuring:
- Data-driven discipline: Our portfolios are constructed using machine learning and quantitative investment methodologies—removing emotional bias and ensuring consistent, rules-based decision-making.
- Built for efficiency: We use proven, low-cost ETFs as the foundational building blocks, delivering diversified exposure while keeping total expense ratios competitive.
- Regulation 28 aligned: Both the Defensive and Balanced portfolios are fully compliant with Regulation 28, making them suitable for retirement and pension-based investments.
- Always on track: Automatic rebalancing ensures each portfolio remains aligned with its strategic allocation, adapting seamlessly to market movements without manual intervention.
Whether you’re risk-averse, growth-oriented, or globally focused, our portfolios offer a tailored solution backed by data, discipline, and design.
