Global Multi Asset Cautious
The portfolios aim to achieve their objectives over the long-term, combining active and passive strategies, investing in a diversified range of traditional, alternative and real assets globally. All asset classes are fully liquid and include equities, fixed income, absolute return strategies, private equity, real estate, commodities and infrastructure. The portfolios are underpinned by accurate strategic asset allocation and have a predominant weighting to alternative and real assets.The cautious risk profile is obtained by adjusting asset allocation through our quantitative process.
Why should you invest in this strategy?
You should invest in this strategy if you want to achieve a gross-of-fee total return of at least 2% above the currency CPI rate over rolling periods of 3 years or more.
Watch the video below to learn more about this investment strategy.
Risk Profile
Low
1-3 Years
Low-Mod
3+ Years
Mod
3-5 Years
Mod-High
5 Years
High
7+ years
Meet the portfolio managers
Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.
Andrew Padoa
Branch Manager: Durban and Portfolio Manager
Contact a portfolio manager today
Contact your financial advisor or a Sasfin portfolio manager today to find out more about investing in a Global Multi Asset Portfolio.
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