MODEL PORTFOLIO BUSINESS



COUNTERPOINT BALANCED MODEL PORTFOLIO
RISK PROFILE
High with a tollerance for periods of downside risk

OBJECTIVE
The CounterPoint Balanced Model aims to provide growth for the moderate risk investor. It is constructed with a bias towards growth/volatile asset classes, blended with and less volatile 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, growth biased 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 growth asset classes such as listed equities and listed property - the expected average equity allocation is between 50% and 70% across local and offshore holdings. The model targets Inflation plus 5% on a rolling 5 year

INVESTMENT OBJECTIVES
  1. Provide real capital growth of CPI+5% p.a after fees, on a rolling 5 year basis
  2. A balanced risk managed portfolio which aims to protect capital
  3. Bias towards growth/risky asset classes blended with less risky classes
  4. Limited income generation
INVESTMENT GUIDELINES
  1. Compliant with Regulation 28
  2. Maximum Offshore exposure of 25%
BENCHMARK
57.5% FTSE/JSE All Share; 3.5% FTSE/JSE Listed property; 8% BEASSA All Bond Index; 11% SteFi; 11% MSCI World; 2.5% MSCI World Real Estate; 4% Barclays Global Bond; 2.5% 3 month USD Libor


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