Our model portfolio selector makes choosing an investment strategy easy
We offer a default range of “off the shelf” risk-adjusted model portfolios across both discretionary savings and regulation 28 compliant portfolio classes. We are able to customise any of these models to suit your investment requirements.
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| Product Name | Type | Category | Asset Class | Market | TER | Fact Sheet | Brochure | Risk |
|---|---|---|---|---|---|---|---|---|
| Index Solutions Conservative Reg 28 | Portfolio | Regulation 28 Portfolio | Multi Asset | South African & Global | 0.38% | 1 | ||
| Index Solutions Conservative Discretionary Savings | Portfolio | Discretionary Savings Portfolio | Multi Asset | South African & Global | 0.41% | 1 | ||
| Index Solutions Cautious Discretionary Savings | Portfolio | Discretionary Savings Portfolio | Multi Asset | South African & Global | 0.50% | 1 | ||
| Index Solutions Cautious Reg 28 | Portfolio | Regulation 28 Portfolio | Multi Asset | South African & Global | 0.23% | 1 | ||
| Index Solutions Moderate Reg 28 | Portfolio | Regulation 28 Portfolio | Multi Asset | South African & Global | 0.43% | 1 | ||
| Index Solutions Moderate Discretionary Savings | Portfolio | Discretionary Savings Portfolio | Multi Asset | South African & Global | 0.56% | 1 | ||
| Index Solutions Growth Discretionary Savings | Portfolio | Discretionary Savings Portfolio | Multi Asset | South African & Global | 0.50% | 1 | ||
| Index Solutions Growth Reg 28 | Portfolio | Regulation 28 Portfolio | Multi Asset | South African & Global | 0.40% | 1 | ||
| Index Solutions International Discretionary Savings | Portfolio | Discretionary Savings Portfolio | Multi Asset | Global | 0.42% | 1 |