Model Portfolio Selector |

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 Discretionary Savings	Portfolio	Discretionary Savings Portfolio	Multi Asset	South African & Global	0.56%	Fact Sheet		1
Index Solutions Conservative Reg 28	Portfolio	Regulation 28 Portfolio	Multi Asset	South African & Global	0.54%	Fact Sheet		1
Index Solutions Cautious Reg 28	Portfolio	Regulation 28 Portfolio	Multi Asset	South African & Global	0.56%	Fact Sheet		1
Index Solutions Cautious Discretionary Savings	Portfolio	Discretionary Savings Portfolio	Multi Asset	South African & Global	0.59%	Fact Sheet		1
Index Solutions Moderate Discretionary Savings	Portfolio	Discretionary Savings Portfolio	Multi Asset	South African & Global	0.60%	Fact Sheet		1
Index Solutions Moderate Reg 28	Portfolio	Regulation 28 Portfolio	Multi Asset	South African & Global	0.59%	Fact Sheet		1
Index Solutions Growth Discretionary Savings	Portfolio	Discretionary Savings Portfolio	Multi Asset	South African & Global	0.59%	Fact Sheet		1
Index Solutions Growth Reg 28	Portfolio	Regulation 28 Portfolio	Multi Asset	South African & Global	0.59%	Fact Sheet		1
Index Solutions Global Explorer ETN (USD)	ETN	Offshore Exchange Traded Note	Multi Asset	Global	0.99%	Fact Sheet	Brochure	1
Index Solutions International Discretionary Savings	Portfolio	Discretionary Savings Portfolio	Multi Asset	Global	0.57%	Fact Sheet		1

Product Name

Type

Category

Asset Class

Market

TER

Fact Sheet

Brochure

Risk

Index Solutions Conservative Discretionary Savings

Portfolio

Discretionary Savings Portfolio

Multi Asset

South African & Global

0.56%

Fact Sheet

Index Solutions Conservative Reg 28

Portfolio

Regulation 28 Portfolio

Multi Asset

South African & Global

0.54%

Fact Sheet

Index Solutions Cautious Reg 28

Portfolio

Regulation 28 Portfolio

Multi Asset

South African & Global

0.56%

Fact Sheet

Index Solutions Cautious Discretionary Savings

Portfolio

Discretionary Savings Portfolio

Multi Asset

South African & Global

0.59%

Fact Sheet

Index Solutions Moderate Discretionary Savings

Portfolio

Discretionary Savings Portfolio

Multi Asset

South African & Global

0.60%

Fact Sheet

Index Solutions Moderate Reg 28

Portfolio

Regulation 28 Portfolio

Multi Asset

South African & Global

0.59%

Fact Sheet

Index Solutions Growth Discretionary Savings

Portfolio

Discretionary Savings Portfolio

Multi Asset

South African & Global

0.59%

Fact Sheet

Index Solutions Growth Reg 28

Portfolio

Regulation 28 Portfolio

Multi Asset

South African & Global

0.59%

Fact Sheet

Index Solutions Global Explorer ETN (USD)

ETN

Offshore Exchange Traded Note

Multi Asset

Global

0.99%

Fact Sheet

Brochure

Index Solutions International Discretionary Savings

Portfolio

Discretionary Savings Portfolio

Multi Asset

Global

0.57%

Fact Sheet

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