MODEL PORTFOLIO BUSINESS



COUNTERPOINT AGGRESSIVE MODEL PORTFOLIO
RISK PROFILE
High with a tolerance for periods of downside risk

OBJECTIVE
The CounterPoint Aggressive Model aims to provide maximum capital growth, targeting volatile growth oriented asset classes. The model will invest in well rated local and offshore collective investment schemes in order to achieve the investment objectives. The selection of funds within the model is focused on building a high quality, aggressive portfolio which adapts relative to the market cycle. The model will actively manage risk through the various funds and asset allocation views taken. An allocation is made to offshore funds to provide both asset and currency diversification. In order to achieve capital growth there will be exposure to volatile growth asset classes such as listed equities - the expected average equity allocation is up to 100% across local and offshore holdings. The model targets Inflation plus 7% on a rolling 5 year basis after fees. It is intended for the longer term client with discretionary money and a high risk appetite seeking capital growth. The model is not compliant with Regulation 28.

INVESTMENT OBJECTIVES
  1. Provide real capital growth of CPI+7% p.a after fees, on a rolling 5 year basis
  2. An aggressively managed portfolio which aims to grow capital
  3. Maximum exposure to growth/risky asset classes
  4. Limited income generation
INVESTMENT GUIDELINES
  1. Not compliant with Regulation 28
  2. Offshore exposure variable
BENCHMARK
70% FTSE/JSE All Share; 30% MSCI World


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