Our actively managed, highly diversified, multi asset class index-based solutions are designed to achieve strong performance relative to benchmarks while maintaining exceptionally low fees.
Annualised Returns: 31/08/2026 Benchmark: SA Multi Asset High Equity Inception: 20/07/2026
| Term | Portfolio | Bench |
| 1 Month | 3.44 % | 1.85 % |
| 3 Month | – | – |
| 6 Month | – | – |
| 1 Year | – | – |
| 3 Years | – | – |
| 5 Years | – | – |
| 10 Years | – | – |
| Inception | – |
Annualised Returns: 31/08/2026 Benchmark: SA Multi Asset High Equity Inception: 10/05/2013
| Year | Portfolio | Bench |
| 1 Month | 3.04 % | 1.85 % |
| 3 Month | -0.53 % | 1.72 % |
| 6 Month | 5.58 % | -0.25 % |
| 1 Year | 17.61 % | 11.83 % |
| 3 Years | 17.82 % | 13.23 % |
| 5 Years | 16.04 % | 10.90 % |
| 10 Years | 10.12 % | 8.45 % |
| Inception | 9.90 % |
Annualised Returns: 31/08/2026 Benchmark: Worldwide Multi Asset Flex Inception: 13/02/2012
| Year | Portfolio | Bench |
| 1 Month | -4.25 % | 1.39 % |
| 3 Month | -0.58% | 1.99 % |
| 6 Month | 8.63 % | 3.50 % |
| 1 Year | 16.32 % | 7.22% |
| 3 Years | 16.08 % | 10.92% |
| 5 Years | 15.80 % | 9.42 % |
| 10 Years | 12.85 % | 8.40 % |
| Inception | 12.55 % |